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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 | $86,949+50.2% | $102,460+27.5% | $80,959+61.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $7,921 | $2,370+234.3% | $3,025+161.8% | $2,757+187.3% |
| Participant deferral / active EE | $5,134 | $4,121+24.6% | $5,056+1.5% | $4,300+19.4% |
| Admin fee / account holder | $8,334 | $8,048+3.6% | $9,460-11.9% | $6,925+20.3% |