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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 | $131,615 | $146,267-10.0% | $197,124-33.2% | $82,448+59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.36% | 29.61%-14.3pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,272 | $4,723+54.0% | $6,227+16.8% | $2,551+185.1% |
| Participant deferral / active EE | $13,884 | $7,035+97.4% | $9,135+52.0% | $4,139+235.4% |
| Admin fee / account holder | $38,162 | $14,422+164.6% | $16,298+134.2% | $7,234+427.5% |