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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 | $106,577 | $49,255+116.4% | $70,494+51.2% | $79,856+33.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.67% | 30.10%-18.4pp | 109.16%-97.5pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,294 | $2,100-38.4% | $2,738-52.7% | $2,471-47.6% |
| Participant deferral / active EE | $4,919 | $2,768+77.7% | $3,711+32.6% | $3,741+31.5% |
| Admin fee / account holder | $9,481 | $2,879+229.3% | $3,848+146.4% | $5,306+78.7% |