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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 | $128,975 | $58,057+122.2% | $97,032+32.9% | $86,983+48.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.20% | 22.26%-6.1pp | 35.38%-19.2pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,668 | $1,663+60.4% | $2,629+1.5% | $2,584+3.2% |
| Participant deferral / active EE | $5,772 | $3,244+77.9% | $4,672+23.5% | $4,194+37.6% |
| Admin fee / account holder | $2,103 | $4,839-56.5% | $9,418-77.7% | $7,856-73.2% |