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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 | $130,464 | $115,931+12.5% | $185,441-29.6% | $86,983+50.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 17.29% | 21.47%-4.2pp | 20.16%-2.9pp | 25.83%-8.5pp |
| Employer contribution / active EE | $5,721 | $2,937+94.8% | $4,672+22.5% | $2,584+121.4% |
| Participant deferral / active EE | $9,569 | $4,551+110.3% | $6,152+55.5% | $4,194+128.2% |
| Admin fee / account holder | $15,496 | $10,687+45.0% | $17,890-13.4% | $7,856+97.3% |