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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 | $129,705 | $123,793+4.8% | $177,848-27.1% | $79,856+62.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.37% | 22.82%-4.4pp | 48.33%-30.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,967 | $4,095+21.3% | $5,919-16.1% | $2,471+101.0% |
| Participant deferral / active EE | $11,302 | $5,956+89.7% | $7,714+46.5% | $3,741+202.1% |
| Admin fee / account holder | $565 | $7,243-92.2% | $12,431-95.5% | $5,306-89.3% |