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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 | $131,637 | $106,749+23.3% | $145,433-9.5% | $82,448+59.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.82% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,069 | $3,444-10.9% | $4,554-32.6% | $2,551+20.3% |
| Participant deferral / active EE | $7,619 | $6,519+16.9% | $7,897-3.5% | $4,139+84.1% |
| Admin fee / account holder | $14,472 | $8,390+72.5% | $13,129+10.2% | $7,234+100.0% |