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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 | $132,870 | $97,550+36.2% | $120,344+10.4% | $87,485+51.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.90% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,918 | $2,291-16.3% | $3,020-36.5% | $2,596-26.1% |
| Participant deferral / active EE | $4,714 | $4,230+11.4% | $5,135-8.2% | $4,274+10.3% |
| Admin fee / account holder | $22,733 | $9,543+138.2% | $12,742+78.4% | $7,775+192.4% |