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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 | $128,836 | $115,931+11.1% | $185,441-30.5% | $86,983+48.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 18.54% | 21.47%-2.9pp | 20.16%-1.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $12,347 | $2,937+320.4% | $4,672+164.3% | $2,584+377.8% |
| Participant deferral / active EE | $6,110 | $4,551+34.3% | $6,152-0.7% | $4,194+45.7% |
| Admin fee / account holder | $2,193 | $10,687-79.5% | $17,890-87.7% | $7,856-72.1% |