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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,421 | $95,453+24.1% | $112,040+5.7% | $82,448+43.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.68% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,974 | $2,318+71.5% | $2,954+34.5% | $2,551+55.8% |
| Participant deferral / active EE | $9,771 | $4,224+131.3% | $5,098+91.7% | $4,139+136.1% |
| Admin fee / account holder | $6,408 | $9,013-28.9% | $12,098-47.0% | $7,234-11.4% |