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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 | $88,562 | $77,460+14.3% | $100,378-11.8% | $80,925+9.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.35% | 37.24%-23.9pp | 49.41%-36.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,825 | $2,801-34.8% | $3,942-53.7% | $2,756-33.8% |
| Participant deferral / active EE | $4,747 | $6,818-30.4% | $8,087-41.3% | $4,299+10.4% |
| Admin fee / account holder | $13,252 | $5,887+125.1% | $7,899+67.8% | $6,940+90.9% |