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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 | $110,263 | $74,535+47.9% | $100,712+9.5% | $82,637+33.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.10% | 18.92%-4.8pp | 33.27%-19.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,912 | $1,503+27.2% | $2,313-17.3% | $2,552-25.1% |
| Participant deferral / active EE | $6,525 | $3,074+112.3% | $4,085+59.7% | $4,126+58.1% |
| Admin fee / account holder | $44,270 | $6,576+573.2% | $9,256+378.3% | $7,339+503.2% |