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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 | $120,953 | $106,749+13.3% | $145,433-16.8% | $82,448+46.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.37% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,799 | $3,444-18.8% | $4,554-38.6% | $2,551+9.7% |
| Participant deferral / active EE | $7,583 | $6,519+16.3% | $7,897-4.0% | $4,139+83.2% |
| Admin fee / account holder | $3,322 | $8,390-60.4% | $13,129-74.7% | $7,234-54.1% |