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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 | $133,346 | $106,974+24.7% | $90,796+46.9% | $138,895-4.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 16.36% | 20.10%-3.7pp | 19.29%-2.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $11,883 | $2,609+355.5% | $2,294+418.1% | $4,194+183.3% |
| Participant deferral / active EE | $10,880 | $4,455+144.2% | $3,822+184.7% | $6,396+70.1% |
| Admin fee / account holder | $5,821 | $8,626-32.5% | $7,024-17.1% | $12,562-53.7% |