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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 | $130,614 | $86,922+50.3% | $102,438+27.5% | $80,874+61.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.09% | 18.90%-7.8pp | 29.37%-18.3pp | 35.62%-24.5pp |
| Employer contribution / active EE | $7,921 | $2,369+234.3% | $3,024+162.0% | $2,756+187.5% |
| Participant deferral / active EE | $5,134 | $4,119+24.6% | $5,054+1.6% | $4,297+19.5% |
| Admin fee / account holder | $8,334 | $8,050+3.5% | $9,448-11.8% | $6,935+20.2% |