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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 | $91,079 | $89,259+2.0% | $107,187-15.0% | $82,637+10.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.22% | 21.02%-7.8pp | 204.55%-191.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,613 | $3,080-47.6% | $3,782-57.3% | $2,552-36.8% |
| Participant deferral / active EE | $5,797 | $4,037+43.6% | $5,096+13.8% | $4,126+40.5% |
| Admin fee / account holder | $6,021 | $7,381-18.4% | $9,162-34.3% | $7,339-18.0% |