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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 | $127,606 | $72,486+76.0% | $87,103+46.5% | $72,976+74.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.00% | 24.46%-7.5pp | 28.19%-11.2pp | 81.02%-64.0pp |
| Employer contribution / active EE | $1,738 | $1,894-8.2% | $2,521-31.1% | $2,440-28.8% |
| Participant deferral / active EE | $8,533 | $3,270+161.0% | $4,049+110.8% | $3,608+136.5% |
| Admin fee / account holder | $3,372 | $5,055-33.3% | $7,491-55.0% | $5,124-34.2% |