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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 | $130,902 | $275,752-52.5% | $256,809-49.0% | $198,609-34.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.84% | 34.81%-20.0pp | 32.73%-17.9pp | 202.70%-187.9pp |
| Employer contribution / active EE | $4,723 | $7,721-38.8% | $7,263-35.0% | $5,055-6.6% |
| Participant deferral / active EE | $14,875 | $10,037+48.2% | $9,520+56.3% | $6,977+113.2% |
| Admin fee / account holder | $1,543 | $25,716-94.0% | $25,146-93.9% | $19,030-91.9% |