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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 | $161,071 | $76,834+109.6% | $108,359+48.6% | $87,485+84.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.93% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,805 | $1,556+16.0% | $2,399-24.8% | $2,596-30.5% |
| Participant deferral / active EE | $7,209 | $3,100+132.5% | $4,137+74.3% | $4,274+68.7% |
| Admin fee / account holder | $36,231 | $6,537+454.2% | $9,741+272.0% | $7,775+366.0% |