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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 | $124,903 | $104,251+19.8% | $91,004+37.2% | $147,586-15.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.10% | 27.06%-18.0pp | 4.60%+4.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $4,316 | $3,116+38.5% | $2,456+75.8% | $4,876-11.5% |
| Participant deferral / active EE | $6,831 | $4,195+62.8% | $3,548+92.5% | $5,439+25.6% |
| Admin fee / account holder | $5,261 | $8,948-41.2% | $5,417-2.9% | $10,886-51.7% |