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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 | $106,749+21.7% | $145,433-10.6% | $82,448+57.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,185 | $3,444-7.5% | $4,554-30.1% | $2,551+24.9% |
| Participant deferral / active EE | $8,218 | $6,519+26.1% | $7,897+4.1% | $4,139+98.5% |
| Admin fee / account holder | $6,439 | $8,390-23.3% | $13,129-51.0% | $7,234-11.0% |