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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 | $140,675 | $138,386+1.7% | $184,260-23.7% | $80,935+73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 20.93% | 20.02%+0.9pp | 28.84%-7.9pp | 35.66%-14.7pp |
| Employer contribution / active EE | $6,456 | $4,851+33.1% | $6,427+0.4% | $2,757+134.2% |
| Participant deferral / active EE | $12,058 | $7,076+70.4% | $9,133+32.0% | $4,299+180.5% |
| Admin fee / account holder | $1,937 | $10,489-81.5% | $13,898-86.1% | $6,924-72.0% |