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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 | $104,794 | $83,485+25.5% | $125,192-16.3% | $72,975+43.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.12% | 25.77%-2.7pp | 43.79%-20.7pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,293 | $2,346-44.9% | $3,866-66.6% | $2,440-47.0% |
| Participant deferral / active EE | $2,844 | $3,586-20.7% | $4,937-42.4% | $3,608-21.2% |
| Admin fee / account holder | $2,310 | $5,518-58.1% | $9,704-76.2% | $5,124-54.9% |