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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 | $135,415 | $106,749+26.9% | $145,433-6.9% | $82,448+64.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.29% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,058 | $3,444+17.8% | $4,554-10.9% | $2,551+59.1% |
| Participant deferral / active EE | $9,103 | $6,519+39.6% | $7,897+15.3% | $4,139+119.9% |
| Admin fee / account holder | $3,192 | $8,390-62.0% | $13,129-75.7% | $7,234-55.9% |