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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 | $76,834+57.6% | $108,359+11.7% | $87,485+38.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.00% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $3,006 | $1,556+93.1% | $2,399+25.3% | $2,596+15.8% |
| Participant deferral / active EE | $7,579 | $3,100+144.5% | $4,137+83.2% | $4,274+77.3% |
| Admin fee / account holder | $7,228 | $6,537+10.6% | $9,741-25.8% | $7,775-7.0% |