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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 | $91,733 | $58,627+56.5% | $76,735+19.5% | $82,448+11.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.00% | 39.10%-24.1pp | 29.77%-14.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,273 | $1,729+205.0% | $2,454+114.9% | $2,551+106.7% |
| Participant deferral / active EE | $3,831 | $3,134+22.2% | $4,088-6.3% | $4,139-7.5% |
| Admin fee / account holder | $3,697 | $5,323-30.5% | $7,189-48.6% | $7,234-48.9% |