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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 | $130,783 | $138,393-5.5% | $184,256-29.0% | $80,959+61.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 19.22% | 20.01%-0.8pp | 28.85%-9.6pp | 35.67%-16.4pp |
| Employer contribution / active EE | $21,195 | $4,847+337.2% | $6,427+229.8% | $2,757+668.7% |
| Participant deferral / active EE | $5,238 | $7,076-26.0% | $9,133-42.6% | $4,300+21.8% |
| Admin fee / account holder | $4,723 | $10,489-55.0% | $13,899-66.0% | $6,925-31.8% |