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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 | $139,189 | $123,793+12.4% | $177,848-21.7% | $79,856+74.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.09% | 22.82%-4.7pp | 48.33%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,676 | $4,095-59.1% | $5,919-71.7% | $2,471-32.2% |
| Participant deferral / active EE | $6,674 | $5,956+12.0% | $7,714-13.5% | $3,741+78.4% |
| Admin fee / account holder | $7,478 | $7,243+3.2% | $12,431-39.8% | $5,306+40.9% |