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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 | $99,208 | $106,749-7.1% | $145,433-31.8% | $82,448+20.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,763 | $3,444-19.8% | $4,554-39.3% | $2,551+8.3% |
| Participant deferral / active EE | $7,081 | $6,519+8.6% | $7,897-10.3% | $4,139+71.1% |
| Admin fee / account holder | $30,358 | $8,390+261.8% | $13,129+131.2% | $7,234+319.6% |