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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 | $81,161 | $81,358-0.2% | $155,556-47.8% | $80,959+0.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.49% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,938 | $3,106-37.6% | $4,675-58.5% | $2,757-29.7% |
| Participant deferral / active EE | $4,857 | $3,455+40.6% | $5,631-13.7% | $4,300+12.9% |
| Admin fee / account holder | $1,012 | $7,994-87.3% | $15,885-93.6% | $6,925-85.4% |