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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 | $74,236 | $54,757+35.6% | $90,300-17.8% | $72,983+1.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.98% | 30.63%-11.7pp | 78.11%-59.1pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,917 | $2,092-8.4% | $2,854-32.8% | $2,440-21.4% |
| Participant deferral / active EE | $4,050 | $2,887+40.3% | $3,884+4.3% | $3,608+12.3% |
| Admin fee / account holder | $20,878 | $3,972+425.7% | $5,353+290.0% | $5,124+307.4% |