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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 | $131,951 | $67,894+94.4% | $89,340+47.7% | $82,448+60.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.12% | 19.21%-2.1pp | 20.57%-3.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,014 | $1,828+10.2% | $2,231-9.8% | $2,551-21.1% |
| Participant deferral / active EE | $3,940 | $3,072+28.2% | $3,823+3.1% | $4,139-4.8% |
| Admin fee / account holder | $2,466 | $5,723-56.9% | $6,704-63.2% | $7,234-65.9% |