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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 | $139,581 | $86,919+60.6% | $102,457+36.2% | $80,911+72.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.97% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.7pp |
| Employer contribution / active EE | $4,651 | $2,368+96.4% | $3,022+53.9% | $2,756+68.8% |
| Participant deferral / active EE | $6,582 | $4,119+59.8% | $5,054+30.2% | $4,297+53.2% |
| Admin fee / account holder | $8,607 | $8,049+6.9% | $9,451-8.9% | $6,935+24.1% |