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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 | $136,963 | $87,878+55.9% | $97,411+40.6% | $82,637+65.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 15.81% | 54.63%-38.8pp | 34.72%-18.9pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,731 | $3,800-1.8% | $4,210-11.4% | $2,552+46.2% |
| Participant deferral / active EE | $10,450 | $5,525+89.1% | $5,886+77.6% | $4,126+153.3% |
| Admin fee / account holder | $1,942 | $6,743-71.2% | $7,145-72.8% | $7,339-73.5% |