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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 | $91,012 | $57,590+58.0% | $86,233+5.5% | $82,448+10.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 22.66% | 22.41%+0.2pp | 61.39%-38.7pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,776 | $1,655+67.7% | $2,504+10.8% | $2,551+8.8% |
| Participant deferral / active EE | $2,801 | $3,080-9.0% | $4,559-38.6% | $4,139-32.3% |
| Admin fee / account holder | $2,383 | $4,730-49.6% | $8,342-71.4% | $7,234-67.1% |