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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 | $89,443 | $49,249+81.6% | $70,476+26.9% | $79,852+12.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.38% | 30.09%-20.7pp | 109.12%-99.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $3,273 | $2,100+55.8% | $2,738+19.5% | $2,471+32.4% |
| Participant deferral / active EE | $3,341 | $2,769+20.7% | $3,710-9.9% | $3,740-10.7% |
| Admin fee / account holder | $10,895 | $2,878+278.6% | $3,847+183.2% | $5,306+105.3% |