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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 | $97,188 | $101,778-4.5% | $164,975-41.1% | $80,925+20.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.25% | 16.73%-3.5pp | 70.12%-56.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,858 | $2,954+30.6% | $4,343-11.1% | $2,756+40.0% |
| Participant deferral / active EE | $5,482 | $4,477+22.4% | $6,033-9.1% | $4,299+27.5% |
| Admin fee / account holder | $17,397 | $8,221+111.6% | $12,688+37.1% | $6,940+150.7% |