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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 | $89,864 | $87,106+3.2% | $105,607-14.9% | $80,935+11.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.05% | 17.01%-6.0pp | 116.11%-105.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,144 | $2,396-10.5% | $3,167-32.3% | $2,757-22.2% |
| Participant deferral / active EE | $4,304 | $3,986+8.0% | $5,011-14.1% | $4,299+0.1% |
| Admin fee / account holder | $18,051 | $8,447+113.7% | $10,958+64.7% | $6,924+160.7% |