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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 | $184,709 | $73,787+150.3% | $98,716+87.1% | $82,448+124.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.79% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,301 | $1,511+52.2% | $2,279+1.0% | $2,551-9.8% |
| Participant deferral / active EE | $5,620 | $3,081+82.4% | $4,048+38.8% | $4,139+35.8% |
| Admin fee / account holder | $1,582 | $6,500-75.7% | $8,703-81.8% | $7,234-78.1% |