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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 | $123,631 | $87,166+41.8% | $76,735+61.1% | $137,256-9.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.34% | 26.50%-13.2pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,358 | $2,904+15.6% | $2,454+36.8% | $4,156-19.2% |
| Participant deferral / active EE | $8,394 | $4,726+77.6% | $4,088+105.3% | $6,407+31.0% |
| Admin fee / account holder | $10,345 | $8,403+23.1% | $7,189+43.9% | $12,270-15.7% |