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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 | $133,581 | $88,707+50.6% | $74,184+80.1% | $273,972-51.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.96% | 11.94%+2.0pp | 17.74%-3.8pp | 41.46%-27.5pp |
| Employer contribution / active EE | $15,137 | $3,159+379.1% | $2,370+538.7% | $4,869+210.9% |
| Participant deferral / active EE | $8,839 | $4,212+109.9% | $3,550+149.0% | $5,287+67.2% |
| Admin fee / account holder | $2,781 | $8,717-68.1% | $5,586-50.2% | $10,133-72.6% |