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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 | $104,313 | $91,198+14.4% | $178,503-41.6% | $79,856+30.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.61% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,704 | $3,257-17.0% | $5,011-46.0% | $2,471+9.4% |
| Participant deferral / active EE | $5,849 | $3,237+80.7% | $5,202+12.4% | $3,741+56.4% |
| Admin fee / account holder | $5,789 | $6,748-14.2% | $13,987-58.6% | $5,306+9.1% |