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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 | $88,545 | $84,236+5.1% | $170,435-48.0% | $70,126+26.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.96% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,210 | $3,387-5.2% | $5,432-40.9% | $2,343+37.0% |
| Participant deferral / active EE | $6,944 | $3,086+125.0% | $4,939+40.6% | $3,332+108.4% |
| Admin fee / account holder | $19,175 | $5,698+236.5% | $13,881+38.1% | $4,645+312.8% |