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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 | $157,342 | $95,453+64.8% | $112,040+40.4% | $82,448+90.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.05% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,038 | $2,318-12.1% | $2,954-31.0% | $2,551-20.1% |
| Participant deferral / active EE | $4,775 | $4,224+13.0% | $5,098-6.3% | $4,139+15.4% |
| Admin fee / account holder | $1,371 | $9,013-84.8% | $12,098-88.7% | $7,234-81.0% |