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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 | $58,848+57.7% | $88,179+5.2% | $82,637+12.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 18.10% | 22.76%-4.7pp | 64.97%-46.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,631 | $1,678+56.7% | $2,549+3.2% | $2,552+3.1% |
| Participant deferral / active EE | $5,513 | $3,124+76.5% | $4,614+19.5% | $4,126+33.6% |
| Admin fee / account holder | $1,983 | $4,795-58.6% | $7,673-74.2% | $7,339-73.0% |