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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 | $94,621 | $83,485+13.3% | $125,195-24.4% | $72,976+29.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.33% | 25.77%-5.4pp | 43.79%-23.5pp | 81.02%-60.7pp |
| Employer contribution / active EE | $2,027 | $2,346-13.6% | $3,866-47.6% | $2,440-16.9% |
| Participant deferral / active EE | $5,773 | $3,586+61.0% | $4,937+16.9% | $3,608+60.0% |
| Admin fee / account holder | $11,967 | $5,518+116.9% | $9,704+23.3% | $5,124+133.5% |