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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 | $114,712+12.3% | $173,730-25.8% | $87,485+47.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.54% | 20.18%-1.6pp | 19.96%-1.4pp | 26.06%-7.5pp |
| Employer contribution / active EE | $12,347 | $2,904+325.2% | $4,577+169.7% | $2,596+375.6% |
| Participant deferral / active EE | $6,110 | $4,642+31.6% | $6,326-3.4% | $4,274+43.0% |
| Admin fee / account holder | $2,193 | $10,210-78.5% | $17,523-87.5% | $7,775-71.8% |