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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 | $134,176 | $91,474+46.7% | $135,982-1.3% | $71,529+87.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.14% | 29.89%-9.8pp | 68.32%-48.2pp | 28.97%-8.8pp |
| Employer contribution / active EE | $1,456 | $3,705-60.7% | $4,859-70.0% | $2,590-43.8% |
| Participant deferral / active EE | $5,820 | $7,095-18.0% | $7,760-25.0% | $4,291+35.6% |
| Admin fee / account holder | $900 | $1,267-29.0% | $10,767-91.6% | $1,588-43.4% |