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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 | $137,047 | $73,787+85.7% | $98,716+38.8% | $82,448+66.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.96% | 18.57%-5.6pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,651 | $1,511+9.3% | $2,279-27.5% | $2,551-35.3% |
| Participant deferral / active EE | $2,149 | $3,081-30.3% | $4,048-46.9% | $4,139-48.1% |
| Admin fee / account holder | $5,516 | $6,500-15.1% | $8,703-36.6% | $7,234-23.8% |