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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 | $104,890 | $53,774+95.1% | $134,162-21.8% | $79,856+31.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.45% | 19.01%-7.6pp | 36.35%-24.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $958 | $1,322-27.5% | $3,705-74.1% | $2,471-61.2% |
| Participant deferral / active EE | $2,109 | $2,420-12.9% | $3,500-39.7% | $3,741-43.6% |
| Admin fee / account holder | $1,729 | $3,985-56.6% | $6,685-74.1% | $5,306-67.4% |