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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 | $107,733+9.0% | $92,985+26.3% | $154,746-24.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.54% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $6,746 | $3,126+115.8% | $2,662+153.4% | $4,379+54.0% |
| Participant deferral / active EE | $9,133 | $5,053+80.7% | $4,377+108.7% | $6,730+35.7% |
| Admin fee / account holder | $4,713 | $11,369-58.5% | $9,463-50.2% | $14,365-67.2% |