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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 | $107,599 | $78,690+36.7% | $161,489-33.4% | $87,485+23.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.40% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,748 | $2,588+6.2% | $4,268-35.6% | $2,596+5.8% |
| Participant deferral / active EE | $7,297 | $3,311+120.4% | $5,630+29.6% | $4,274+70.7% |
| Admin fee / account holder | $8,985 | $6,724+33.6% | $16,006-43.9% | $7,775+15.6% |