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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 | $205,246 | $106,524+92.7% | $152,301+34.8% | $87,485+134.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.48% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $3,719 | $3,371+10.3% | $4,624-19.6% | $2,596+43.2% |
| Participant deferral / active EE | $2,597 | $6,525-60.2% | $8,004-67.5% | $4,274-39.2% |
| Admin fee / account holder | $14,781 | $8,287+78.4% | $14,398+2.7% | $7,775+90.1% |