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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 | $106,588+10.2% | $94,215+24.7% | $155,188-24.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.54% | 29.39%-10.9pp | 28.22%-9.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $6,746 | $3,080+119.0% | $2,675+152.2% | $4,248+58.8% |
| Participant deferral / active EE | $9,133 | $4,802+90.2% | $4,276+113.6% | $6,531+39.8% |
| Admin fee / account holder | $4,713 | $12,281-61.6% | $10,216-53.9% | $14,480-67.5% |