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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 | $102,849 | $67,602+52.1% | $82,312+25.0% | $70,126+46.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.41% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,558 | $1,755-11.2% | $2,428-35.9% | $2,343-33.5% |
| Participant deferral / active EE | $6,335 | $2,987+112.1% | $3,706+70.9% | $3,332+90.1% |
| Admin fee / account holder | $3,136 | $4,512-30.5% | $5,608-44.1% | $4,645-32.5% |