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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 | $119,102 | $74,535+59.8% | $100,712+18.3% | $82,637+44.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.35% | 18.92%-2.6pp | 33.27%-16.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,082 | $1,503+38.6% | $2,313-10.0% | $2,552-18.4% |
| Participant deferral / active EE | $5,201 | $3,074+69.2% | $4,085+27.3% | $4,126+26.0% |
| Admin fee / account holder | $17,921 | $6,576+172.5% | $9,256+93.6% | $7,339+144.2% |