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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 | $88,996+38.9% | $78,004+58.5% | $138,895-11.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 13.34% | 28.03%-14.7pp | 31.07%-17.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,358 | $2,917+15.1% | $2,469+36.0% | $4,194-19.9% |
| Participant deferral / active EE | $8,394 | $4,724+77.7% | $4,092+105.1% | $6,396+31.2% |
| Admin fee / account holder | $10,345 | $8,807+17.5% | $7,578+36.5% | $12,562-17.6% |