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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 | $131,271 | $138,312-5.1% | $122,979+6.7% | $155,188-15.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.78% | 22.06%-3.3pp | 20.12%-1.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $16,090 | $3,530+355.8% | $3,062+425.4% | $4,248+278.8% |
| Participant deferral / active EE | $11,331 | $5,592+102.6% | $5,003+126.5% | $6,531+73.5% |
| Admin fee / account holder | $9,589 | $15,089-36.5% | $12,864-25.5% | $14,480-33.8% |