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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 | $130,351 | $123,793+5.3% | $177,848-26.7% | $79,856+63.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.82% | 22.82%-9.0pp | 48.33%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $6,635 | $4,095+62.0% | $5,919+12.1% | $2,471+168.5% |
| Participant deferral / active EE | $8,176 | $5,956+37.3% | $7,714+6.0% | $3,741+118.6% |
| Admin fee / account holder | $1,006 | $7,243-86.1% | $12,431-91.9% | $5,306-81.0% |