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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 | $129,959 | $99,875+30.1% | $146,866-11.5% | $86,983+49.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.61% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,185 | $3,224-1.2% | $4,425-28.0% | $2,584+23.2% |
| Participant deferral / active EE | $8,218 | $6,322+30.0% | $7,759+5.9% | $4,194+95.9% |
| Admin fee / account holder | $6,439 | $7,838-17.9% | $13,620-52.7% | $7,856-18.0% |