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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 | $131,631 | $39,132+236.4% | $57,196+130.1% | $62,881+109.3% |
| Participation rate | 97.3% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | 9.57% | 9.24%+0.3pp | 14.59%-5.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,456 | $1,874-22.3% | $2,683-45.7% | $2,281-36.2% |
| Participant deferral / active EE | $2,158 | $2,374-9.1% | $3,096-30.3% | $3,203-32.6% |
| Admin fee / account holder | $9,768 | $2,594+276.6% | $3,141+211.0% | $4,296+127.4% |