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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 | $100,885 | $84,236+19.8% | $170,435-40.8% | $70,126+43.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $5,084 | $3,387+50.1% | $5,432-6.4% | $2,343+117.0% |
| Participant deferral / active EE | $5,797 | $3,086+87.8% | $4,939+17.4% | $3,332+74.0% |
| Admin fee / account holder | $751 | $5,698-86.8% | $13,881-94.6% | $4,645-83.8% |