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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 | $86,164 | $101,778-15.3% | $164,975-47.8% | $80,925+6.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 30.82% | 16.73%+14.1pp | 70.12%-39.3pp | 35.65%-4.8pp |
| Employer contribution / active EE | $2,036 | $2,954-31.1% | $4,343-53.1% | $2,756-26.1% |
| Participant deferral / active EE | $5,996 | $4,477+33.9% | $6,033-0.6% | $4,299+39.5% |
| Admin fee / account holder | $3,114 | $8,221-62.1% | $12,688-75.5% | $6,940-55.1% |