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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 | $136,368 | $64,920+110.1% | $103,693+31.5% | $86,983+56.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.62% | 30.29%-17.7pp | 47.61%-35.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $2,789 | $2,141+30.3% | $2,920-4.5% | $2,584+7.9% |
| Participant deferral / active EE | $2,855 | $3,241-11.9% | $4,579-37.7% | $4,194-31.9% |
| Admin fee / account holder | $352 | $6,191-94.3% | $7,858-95.5% | $7,856-95.5% |