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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 | $126,750 | $95,453+32.8% | $112,040+13.1% | $82,448+53.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.76% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,365 | $2,318+131.5% | $2,954+81.6% | $2,551+110.3% |
| Participant deferral / active EE | $8,564 | $4,224+102.8% | $5,098+68.0% | $4,139+106.9% |
| Admin fee / account holder | $2,669 | $9,013-70.4% | $12,098-77.9% | $7,234-63.1% |