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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 | $101,028 | $78,423+28.8% | $95,964+5.3% | $79,856+26.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.89% | 19.37%-7.5pp | 91.64%-79.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $793 | $1,945-59.2% | $2,541-68.8% | $2,471-67.9% |
| Participant deferral / active EE | $2,307 | $3,440-32.9% | $4,167-44.6% | $3,741-38.3% |
| Admin fee / account holder | $2,009 | $5,622-64.3% | $6,797-70.5% | $5,306-62.1% |