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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 | $107,599 | $76,407+40.8% | $150,298-28.4% | $82,448+30.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.40% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,748 | $2,614+5.1% | $4,154-33.9% | $2,551+7.7% |
| Participant deferral / active EE | $7,297 | $3,214+127.0% | $5,453+33.8% | $4,139+76.3% |
| Admin fee / account holder | $8,985 | $6,352+41.5% | $14,116-36.3% | $7,234+24.2% |