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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 | $116,013 | $125,797-7.8% | $170,057-31.8% | $75,177+54.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.11% | 27.20%-13.1pp | 53.42%-39.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $6,949 | $4,616+50.5% | $6,790+2.3% | $2,671+160.2% |
| Participant deferral / active EE | $13,136 | $6,838+92.1% | $10,411+26.2% | $4,126+218.3% |
| Admin fee / account holder | $7,120 | $8,177-12.9% | $12,826-44.5% | $5,651+26.0% |