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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 | $110,263 | $83,898+31.4% | $133,346-17.3% | $94,015+17.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 14.10% | 16.00%-1.9pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,912 | $1,821+5.0% | $2,853-33.0% | $2,790-31.5% |
| Participant deferral / active EE | $6,525 | $3,245+101.1% | $4,332+50.6% | $4,249+53.5% |
| Admin fee / account holder | $44,270 | $7,809+466.9% | $14,264+210.4% | $8,951+394.6% |