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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 | $142,537 | $96,558+47.6% | $80,977+76.0% | $273,972-48.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.71% | 15.14%-8.4pp | 17.11%-10.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,134 | $4,869-15.1% | $3,715+11.3% | $4,869-15.1% |
| Participant deferral / active EE | $11,231 | $6,598+70.2% | $5,696+97.2% | $5,287+112.4% |
| Admin fee / account holder | $3,443 | $7,493-54.1% | $5,517-37.6% | $10,133-66.0% |