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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 | $129,766 | $106,974+21.3% | $90,796+42.9% | $138,895-6.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 18.73% | 20.10%-1.4pp | 19.29%-0.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,632 | $2,609-37.4% | $2,294-28.8% | $4,194-61.1% |
| Participant deferral / active EE | $7,421 | $4,455+66.6% | $3,822+94.2% | $6,396+16.0% |
| Admin fee / account holder | $968 | $8,626-88.8% | $7,024-86.2% | $12,562-92.3% |