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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 | $133,806 | $73,787+81.3% | $98,716+35.5% | $82,448+62.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.06% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,885 | $1,511+24.7% | $2,279-17.3% | $2,551-26.1% |
| Participant deferral / active EE | $7,011 | $3,081+127.5% | $4,048+73.2% | $4,139+69.4% |
| Admin fee / account holder | $2,440 | $6,500-62.5% | $8,703-72.0% | $7,234-66.3% |