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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 | $131,010 | $91,559+43.1% | $133,971-2.2% | $79,852+64.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.84% | 61.85%-45.0pp | 45.09%-28.2pp | 31.72%-14.9pp |
| Employer contribution / active EE | $2,507 | $2,384+5.1% | $3,919-36.0% | $2,471+1.4% |
| Participant deferral / active EE | $7,195 | $3,734+92.7% | $5,047+42.6% | $3,740+92.4% |
| Admin fee / account holder | $3,145 | $6,321-50.2% | $8,929-64.8% | $5,306-40.7% |