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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 | $133,485 | $76,551+74.4% | $123,894+7.7% | $62,881+112.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,906 | $2,882-33.9% | $4,617-58.7% | $2,281-16.4% |
| Participant deferral / active EE | $7,794 | $4,840+61.0% | $5,984+30.2% | $3,203+143.3% |
| Admin fee / account holder | $10,601 | $4,826+119.7% | $8,357+26.9% | $4,296+146.8% |