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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 | $136,859 | $81,476+68.0% | $102,383+33.7% | $80,925+69.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.84% | 25.59%-11.8pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $8,648 | $3,105+178.5% | $3,870+123.4% | $2,756+213.8% |
| Participant deferral / active EE | $11,327 | $3,871+192.6% | $5,060+123.9% | $4,299+163.5% |
| Admin fee / account holder | $4,704 | $6,717-30.0% | $8,391-43.9% | $6,940-32.2% |