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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 | $141,464 | $106,749+32.5% | $145,433-2.7% | $82,448+71.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.03% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,097 | $3,444-10.1% | $4,554-32.0% | $2,551+21.4% |
| Participant deferral / active EE | $10,583 | $6,519+62.3% | $7,897+34.0% | $4,139+155.7% |
| Admin fee / account holder | $7,237 | $8,390-13.7% | $13,129-44.9% | $7,2340% |