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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 | $58,057+128.4% | $97,032+36.7% | $86,983+52.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.31% | 22.26%-8.0pp | 35.38%-21.1pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,220 | $1,663+33.5% | $2,629-15.5% | $2,584-14.1% |
| Participant deferral / active EE | $8,032 | $3,244+147.6% | $4,672+71.9% | $4,194+91.5% |
| Admin fee / account holder | $12,070 | $4,839+149.5% | $9,418+28.2% | $7,856+53.6% |