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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 | $83,898+44.3% | $133,346-9.2% | $94,015+28.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 14.00% | 16.00%-2.0pp | 36.85%-22.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $3,006 | $1,821+65.1% | $2,853+5.3% | $2,790+7.7% |
| Participant deferral / active EE | $7,579 | $3,245+133.6% | $4,332+74.9% | $4,249+78.3% |
| Admin fee / account holder | $7,228 | $7,809-7.4% | $14,264-49.3% | $8,951-19.2% |