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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 | $87,887 | $77,358+13.6% | $102,184-14.0% | $87,485+0.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 14.75% | 41.11%-26.4pp | 31.58%-16.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,896 | $2,562-26.0% | $3,594-47.2% | $2,596-27.0% |
| Participant deferral / active EE | $3,027 | $6,753-55.2% | $8,309-63.6% | $4,274-29.2% |
| Admin fee / account holder | $3,052 | $6,809-55.2% | $11,609-73.7% | $7,775-60.7% |