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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 | $120,791 | $93,064+29.8% | $74,577+62.0% | $273,972-55.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.42% | 26.18%-18.8pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,718 | $3,160+175.9% | $2,525+245.2% | $4,869+79.1% |
| Participant deferral / active EE | $5,438 | $4,160+30.7% | $3,458+57.2% | $5,287+2.9% |
| Admin fee / account holder | $1,614 | $5,273-69.4% | $4,138-61.0% | $10,133-84.1% |