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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 | $144,269 | $72,027+100.3% | $185,861-22.4% | $79,856+80.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.55% | 23.13%-10.6pp | 35.96%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,164 | $1,965+61.0% | $4,088-22.6% | $2,471+28.0% |
| Participant deferral / active EE | $6,373 | $3,780+68.6% | $5,634+13.1% | $3,741+70.4% |
| Admin fee / account holder | $8,941 | $4,513+98.1% | $9,503-5.9% | $5,306+68.5% |