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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 | $135,211 | $125,797+7.5% | $170,043-20.5% | $75,173+79.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.31% | 27.20%-10.9pp | 53.40%-37.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $5,724 | $4,616+24.0% | $6,790-15.7% | $2,671+114.3% |
| Participant deferral / active EE | $8,306 | $6,838+21.5% | $10,410-20.2% | $4,126+101.3% |
| Admin fee / account holder | $4,590 | $8,177-43.9% | $12,824-64.2% | $5,651-18.8% |