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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 | $143,739 | $108,825+32.1% | $156,181-8.0% | $82,448+74.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.53% | 20.59%-8.1pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,325 | $2,870+15.9% | $4,294-22.6% | $2,551+30.3% |
| Participant deferral / active EE | $5,956 | $4,577+30.1% | $6,132-2.9% | $4,139+43.9% |
| Admin fee / account holder | $7,594 | $9,341-18.7% | $14,586-47.9% | $7,234+5.0% |