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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 | $128,171 | $56,287+127.7% | $80,977+58.3% | $62,881+103.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 14.67% | 22.13%-7.5pp | 17.11%-2.4pp | 20.14%-5.5pp |
| Employer contribution / active EE | $2,795 | $1,943+43.9% | $3,715-24.7% | $2,281+22.5% |
| Participant deferral / active EE | $7,594 | $4,196+81.0% | $5,696+33.3% | $3,203+137.1% |
| Admin fee / account holder | $3,666 | $3,742-2.0% | $5,517-33.5% | $4,296-14.6% |