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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 | $127,239 | $106,524+19.4% | $152,301-16.5% | $87,485+45.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 17.75% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $10,389 | $3,371+208.2% | $4,624+124.7% | $2,596+300.2% |
| Participant deferral / active EE | $10,440 | $6,525+60.0% | $8,004+30.4% | $4,274+144.3% |
| Admin fee / account holder | $3,736 | $8,287-54.9% | $14,398-74.1% | $7,775-52.0% |