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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 | $138,808 | $78,423+77.0% | $95,964+44.6% | $79,856+73.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.94% | 19.37%-6.4pp | 91.64%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,557 | $1,945-20.0% | $2,541-38.7% | $2,471-37.0% |
| Participant deferral / active EE | $8,244 | $3,440+139.7% | $4,167+97.9% | $3,741+120.4% |
| Admin fee / account holder | $5,784 | $5,622+2.9% | $6,797-14.9% | $5,306+9.0% |