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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 | $155,730 | $106,749+45.9% | $145,433+7.1% | $82,448+88.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.00% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,681 | $3,444-22.2% | $4,554-41.1% | $2,551+5.1% |
| Participant deferral / active EE | $7,260 | $6,519+11.4% | $7,897-8.1% | $4,139+75.4% |
| Admin fee / account holder | $1,148 | $8,390-86.3% | $13,129-91.3% | $7,234-84.1% |