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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 | $143,560 | $86,949+65.1% | $102,460+40.1% | $80,959+77.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.02% | 18.89%-5.9pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,473 | $2,370+4.4% | $3,025-18.2% | $2,757-10.3% |
| Participant deferral / active EE | $6,493 | $4,121+57.5% | $5,056+28.4% | $4,300+51.0% |
| Admin fee / account holder | $35,568 | $8,048+342.0% | $9,460+276.0% | $6,925+413.6% |