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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 | $143,816 | $101,798+41.3% | $165,071-12.9% | $80,935+77.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.51% | 16.73%+0.8pp | 70.17%-52.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $3,282 | $2,954+11.1% | $4,347-24.5% | $2,757+19.1% |
| Participant deferral / active EE | $9,673 | $4,476+116.1% | $6,035+60.3% | $4,299+125.0% |
| Admin fee / account holder | $3,003 | $8,221-63.5% | $12,695-76.3% | $6,924-56.6% |