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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 | $133,033 | $106,524+24.9% | $152,301-12.7% | $87,485+52.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.52% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,968 | $3,371+17.7% | $4,624-14.2% | $2,596+52.8% |
| Participant deferral / active EE | $7,961 | $6,525+22.0% | $8,004-0.5% | $4,274+86.3% |
| Admin fee / account holder | $5,664 | $8,287-31.7% | $14,398-60.7% | $7,775-27.2% |