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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 | $144,137 | $101,795+41.6% | $165,100-12.7% | $80,959+78.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 35.61% | 16.73%+18.9pp | 70.21%-34.6pp | 35.67%-0.1pp |
| Employer contribution / active EE | $1,588 | $2,954-46.2% | $4,348-63.5% | $2,757-42.4% |
| Participant deferral / active EE | $4,935 | $4,476+10.3% | $6,035-18.2% | $4,300+14.8% |
| Admin fee / account holder | $11,563 | $8,221+40.7% | $12,696-8.9% | $6,925+67.0% |