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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 | $92,791 | $57,590+61.1% | $86,233+7.6% | $82,448+12.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.10% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,631 | $1,655+58.9% | $2,504+5.0% | $2,551+3.1% |
| Participant deferral / active EE | $5,513 | $3,080+79.0% | $4,559+20.9% | $4,139+33.2% |
| Admin fee / account holder | $1,983 | $4,730-58.1% | $8,342-76.2% | $7,234-72.6% |