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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 | $132,631 | $57,590+130.3% | $86,233+53.8% | $82,448+60.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.31% | 22.41%-8.1pp | 61.39%-47.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,220 | $1,655+34.1% | $2,504-11.3% | $2,551-13.0% |
| Participant deferral / active EE | $8,032 | $3,080+160.8% | $4,559+76.2% | $4,139+94.0% |
| Admin fee / account holder | $12,070 | $4,730+155.2% | $8,342+44.7% | $7,234+66.8% |