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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 | $144,924 | $123,478+17.4% | $216,567-33.1% | $94,015+54.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 17.45% | 23.61%-6.2pp | 12.94%+4.5pp | 17.84%-0.4pp |
| Employer contribution / active EE | $9,994 | $3,136+218.7% | $5,216+91.6% | $2,790+258.2% |
| Participant deferral / active EE | $7,193 | $4,556+57.9% | $6,191+16.2% | $4,249+69.3% |
| Admin fee / account holder | $9,693 | $12,753-24.0% | $21,981-55.9% | $8,951+8.3% |