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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 | $112,108 | $95,453+17.4% | $112,040+0.1% | $82,448+36.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.82% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,051 | $2,318-54.7% | $2,954-64.4% | $2,551-58.8% |
| Participant deferral / active EE | $5,993 | $4,224+41.9% | $5,098+17.6% | $4,139+44.8% |
| Admin fee / account holder | $4,381 | $9,013-51.4% | $12,098-63.8% | $7,234-39.4% |