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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 | $118,156 | $145,431-18.8% | $211,142-44.0% | $87,485+35.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.43% | 27.21%-8.8pp | 46.84%-28.4pp | 26.06%-7.6pp |
| Employer contribution / active EE | $5,630 | $4,662+20.8% | $6,442-12.6% | $2,596+116.9% |
| Participant deferral / active EE | $9,177 | $6,859+33.8% | $9,284-1.2% | $4,274+114.7% |
| Admin fee / account holder | $2,054 | $17,052-88.0% | $19,076-89.2% | $7,775-73.6% |