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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 | $133,337 | $138,385-3.6% | $184,243-27.6% | $80,925+64.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.68% | 20.02%-4.3pp | 28.82%-13.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $8,447 | $4,851+74.1% | $6,427+31.4% | $2,756+206.5% |
| Participant deferral / active EE | $13,355 | $7,075+88.7% | $9,132+46.2% | $4,299+210.7% |
| Admin fee / account holder | $7,268 | $10,489-30.7% | $13,914-47.8% | $6,940+4.7% |