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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 | $116,100 | $107,733+7.8% | $92,985+24.9% | $154,746-25.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.47% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $8,632 | $3,126+176.1% | $2,662+224.3% | $4,379+97.1% |
| Participant deferral / active EE | $9,688 | $5,053+91.7% | $4,377+121.4% | $6,730+43.9% |
| Admin fee / account holder | $2,741 | $11,369-75.9% | $9,463-71.0% | $14,365-80.9% |