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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 | $145,399 | $78,027+86.3% | $178,528-18.6% | $80,925+79.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.24% | 18.09%-4.9pp | 27.11%-13.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,249 | $2,281+42.4% | $3,950-17.8% | $2,756+17.9% |
| Participant deferral / active EE | $9,652 | $4,408+119.0% | $6,278+53.7% | $4,299+124.5% |
| Admin fee / account holder | $24,893 | $7,168+247.3% | $10,419+138.9% | $6,940+258.7% |