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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 | $96,631 | $54,541+77.2% | $78,778+22.7% | $70,126+37.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.47% | 21.07%-2.6pp | 35.62%-17.1pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,406 | $1,089+121.0% | $1,986+21.2% | $2,343+2.7% |
| Participant deferral / active EE | $2,911 | $2,210+31.7% | $2,958-1.6% | $3,332-12.6% |
| Admin fee / account holder | $17,219 | $3,709+364.3% | $5,134+235.4% | $4,645+270.7% |