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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 | $138,075 | $106,749+29.3% | $145,433-5.1% | $82,448+67.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.38% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,141 | $3,444-8.8% | $4,554-31.0% | $2,551+23.1% |
| Participant deferral / active EE | $6,168 | $6,519-5.4% | $7,897-21.9% | $4,139+49.0% |
| Admin fee / account holder | $7,207 | $8,390-14.1% | $13,129-45.1% | $7,234-0.4% |