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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 | $169,732 | $106,524+59.3% | $152,301+11.4% | $87,485+94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.95% | 26.89%-10.9pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,375 | $3,371-29.5% | $4,624-48.6% | $2,596-8.5% |
| Participant deferral / active EE | $13,283 | $6,525+103.6% | $8,004+66.0% | $4,274+210.8% |
| Admin fee / account holder | $5,964 | $8,287-28.0% | $14,398-58.6% | $7,775-23.3% |