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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 | $73,787+61.4% | $98,716+20.7% | $82,448+44.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.35% | 18.57%-2.2pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,082 | $1,511+37.8% | $2,279-8.6% | $2,551-18.4% |
| Participant deferral / active EE | $5,201 | $3,081+68.8% | $4,048+28.5% | $4,139+25.6% |
| Admin fee / account holder | $17,921 | $6,500+175.7% | $8,703+105.9% | $7,234+147.7% |