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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 | $120,222 | $67,602+77.8% | $82,312+46.1% | $70,126+71.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.30% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $698 | $1,755-60.2% | $2,428-71.3% | $2,343-70.2% |
| Participant deferral / active EE | $4,258 | $2,987+42.6% | $3,706+14.9% | $3,332+27.8% |
| Admin fee / account holder | $2,215 | $4,512-50.9% | $5,608-60.5% | $4,645-52.3% |