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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 | $121,081 | $73,787+64.1% | $98,716+22.7% | $82,448+46.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.00% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,006 | $1,511+98.9% | $2,279+31.9% | $2,551+17.8% |
| Participant deferral / active EE | $7,579 | $3,081+146.0% | $4,048+87.2% | $4,139+83.1% |
| Admin fee / account holder | $7,228 | $6,500+11.2% | $8,703-16.9% | $7,234-0.1% |