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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 | $135,880 | $81,487+66.8% | $102,412+32.7% | $80,935+67.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.98% | 25.60%-4.6pp | 24.94%-4.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $7,872 | $3,103+153.7% | $3,870+103.4% | $2,757+185.5% |
| Participant deferral / active EE | $7,643 | $3,871+97.4% | $5,060+51.0% | $4,299+77.8% |
| Admin fee / account holder | $5,566 | $6,717-17.1% | $8,388-33.6% | $6,924-19.6% |