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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 | $81,100 | $58,493+38.6% | $84,023-3.5% | $72,976+11.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.28% | 28.93%-9.7pp | 71.32%-52.0pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,240 | $1,163+92.6% | $1,984+12.9% | $2,440-8.2% |
| Participant deferral / active EE | $3,406 | $2,394+42.3% | $3,239+5.1% | $3,608-5.6% |
| Admin fee / account holder | $8,862 | $4,569+94.0% | $6,102+45.2% | $5,124+72.9% |