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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 | $219,124 | $132,310+65.6% | $105,754+107.2% | $273,972-20.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.69% | 10.08%+0.6pp | 12.25%-1.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $6,147 | $4,867+26.3% | $4,079+50.7% | $4,869+26.2% |
| Participant deferral / active EE | $12,929 | $6,233+107.4% | $5,326+142.8% | $5,287+144.5% |
| Admin fee / account holder | $6,935 | $12,036-42.4% | $8,309-16.5% | $10,133-31.6% |