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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 | $119,171 | $105,623+12.8% | $87,502+36.2% | $273,972-56.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.62% | 12.26%-4.6pp | 12.21%-4.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $15,499 | $3,141+393.5% | $2,550+507.9% | $4,869+218.3% |
| Participant deferral / active EE | $10,158 | $3,601+182.1% | $3,149+222.6% | $5,287+92.1% |
| Admin fee / account holder | $3,888 | $4,781-18.7% | $4,221-7.9% | $10,133-61.6% |