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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 | $92,620 | $124,980-25.9% | $108,359-14.5% | $154,746-40.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 26.74% | 45.00%-18.3pp | 36.89%-10.2pp | 172.34%-145.6pp |
| Employer contribution / active EE | $6,329 | $2,851+122.0% | $2,399+163.8% | $4,379+44.5% |
| Participant deferral / active EE | $13,122 | $4,743+176.7% | $4,137+217.2% | $6,730+95.0% |
| Admin fee / account holder | $12,906 | $11,502+12.2% | $9,741+32.5% | $14,365-10.2% |