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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 | $107,949 | $64,359+67.7% | $90,161+19.7% | $70,126+53.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.83% | 28.13%-7.3pp | 34.89%-14.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,382 | $2,046-32.4% | $3,318-58.4% | $2,343-41.0% |
| Participant deferral / active EE | $3,551 | $4,389-19.1% | $5,287-32.8% | $3,332+6.6% |
| Admin fee / account holder | $4,324 | $3,945+9.6% | $5,943-27.2% | $4,645-6.9% |