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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 | $144,422 | $132,310+9.2% | $105,754+36.6% | $273,972-47.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.94% | 10.08%-3.1pp | 12.25%-5.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,012 | $4,867-17.6% | $4,079-1.7% | $4,869-17.6% |
| Participant deferral / active EE | $9,804 | $6,233+57.3% | $5,326+84.1% | $5,287+85.4% |
| Admin fee / account holder | $4,256 | $12,036-64.6% | $8,309-48.8% | $10,133-58.0% |