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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 | $104,833 | $81,457+28.7% | $103,378+1.4% | $80,911+29.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.89% | 25.58%-13.7pp | 24.91%-13.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,870 | $3,107-7.6% | $3,870-25.8% | $2,756+4.2% |
| Participant deferral / active EE | $7,783 | $3,871+101.1% | $5,058+53.9% | $4,297+81.1% |
| Admin fee / account holder | $22,591 | $6,717+236.3% | $8,401+168.9% | $6,935+225.8% |