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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 | $127,853 | $101,798+25.6% | $165,071-22.5% | $80,935+58.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.25% | 16.73%-2.5pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,504 | $2,954+18.6% | $4,347-19.4% | $2,757+27.1% |
| Participant deferral / active EE | $6,876 | $4,476+53.6% | $6,035+13.9% | $4,299+59.9% |
| Admin fee / account holder | $8,991 | $8,221+9.4% | $12,695-29.2% | $6,924+29.8% |