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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 | $173,993 | $86,949+100.1% | $102,460+69.8% | $80,959+114.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.77% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,999 | $2,370+26.6% | $3,025-0.9% | $2,757+8.8% |
| Participant deferral / active EE | $2,890 | $4,121-29.9% | $5,056-42.8% | $4,300-32.8% |
| Admin fee / account holder | $6,800 | $8,048-15.5% | $9,460-28.1% | $6,925-1.8% |