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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 | $119,525 | $123,793-3.4% | $177,840-32.8% | $79,852+49.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.13% | 22.82%-7.7pp | 48.32%-33.2pp | 31.72%-16.6pp |
| Employer contribution / active EE | $6,503 | $4,095+58.8% | $5,919+9.9% | $2,471+163.1% |
| Participant deferral / active EE | $10,041 | $5,956+68.6% | $7,714+30.2% | $3,740+168.4% |
| Admin fee / account holder | $3,972 | $7,243-45.2% | $12,431-68.0% | $5,306-25.1% |