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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 | $130,611 | $81,358+60.5% | $155,556-16.0% | $80,959+61.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.73% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,613 | $3,106+16.3% | $4,675-22.7% | $2,757+31.0% |
| Participant deferral / active EE | $5,866 | $3,455+69.8% | $5,631+4.2% | $4,300+36.4% |
| Admin fee / account holder | $10,498 | $7,994+31.3% | $15,885-33.9% | $6,925+51.6% |