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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 | $102,211 | $93,617+9.2% | $135,982-24.8% | $75,177+36.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.32% | 30.89%-8.6pp | 68.32%-46.0pp | 160.75%-138.4pp |
| Employer contribution / active EE | $2,008 | $3,538-43.2% | $4,859-58.7% | $2,671-24.8% |
| Participant deferral / active EE | $3,648 | $6,406-43.0% | $7,760-53.0% | $4,126-11.6% |
| Admin fee / account holder | $5,202 | $6,980-25.5% | $10,767-51.7% | $5,651-8.0% |