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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 | $144,700 | $108,825+33.0% | $156,181-7.4% | $82,448+75.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.30% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,818 | $2,870-36.6% | $4,294-57.6% | $2,551-28.7% |
| Participant deferral / active EE | $6,521 | $4,577+42.5% | $6,132+6.3% | $4,139+57.5% |
| Admin fee / account holder | $4,644 | $9,341-50.3% | $14,586-68.2% | $7,234-35.8% |