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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 | $118,482 | $86,050+37.7% | $189,758-37.6% | $94,015+26.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.51% | 17.77%-6.3pp | 52.62%-41.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $2,759 | $2,819-2.1% | $4,767-42.1% | $2,790-1.1% |
| Participant deferral / active EE | $5,780 | $3,349+72.6% | $5,856-1.3% | $4,249+36.0% |
| Admin fee / account holder | $19,791 | $6,627+198.7% | $20,388-2.9% | $8,951+121.1% |