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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 | $118,359 | $88,707+33.4% | $74,183+59.5% | $273,968-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.76% | 11.94%-2.2pp | 17.74%-8.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $8,259 | $3,159+161.4% | $2,370+248.5% | $4,869+69.6% |
| Participant deferral / active EE | $7,125 | $4,212+69.2% | $3,550+100.7% | $5,287+34.8% |
| Admin fee / account holder | $9,145 | $8,717+4.9% | $5,586+63.7% | $10,132-9.7% |