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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 | $114,712+26.3% | $173,730-16.6% | $87,485+65.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 17.45% | 20.18%-2.7pp | 19.96%-2.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $9,994 | $2,904+244.1% | $4,577+118.3% | $2,596+284.9% |
| Participant deferral / active EE | $7,193 | $4,642+55.0% | $6,326+13.7% | $4,274+68.3% |
| Admin fee / account holder | $9,693 | $10,210-5.1% | $17,523-44.7% | $7,775+24.7% |