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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 | $126,381 | $71,215+77.5% | $93,696+34.9% | $80,935+56.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.15% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,753 | $1,565+12.0% | $2,422-27.6% | $2,757-36.4% |
| Participant deferral / active EE | $2,329 | $4,037-42.3% | $4,417-47.3% | $4,299-45.8% |
| Admin fee / account holder | $5,635 | $6,958-19.0% | $8,287-32.0% | $6,924-18.6% |