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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 | $117,441 | $87,166+34.7% | $76,735+53.0% | $137,256-14.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.54% | 26.50%-8.0pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,746 | $2,904+132.3% | $2,454+174.9% | $4,156+62.3% |
| Participant deferral / active EE | $9,133 | $4,726+93.2% | $4,088+123.4% | $6,407+42.5% |
| Admin fee / account holder | $4,713 | $8,403-43.9% | $7,189-34.4% | $12,270-61.6% |