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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 | $90,110 | $71,215+26.5% | $93,696-3.8% | $80,935+11.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.84% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,895 | $1,565+21.0% | $2,422-21.8% | $2,757-31.3% |
| Participant deferral / active EE | $4,317 | $4,037+6.9% | $4,417-2.3% | $4,299+0.4% |
| Admin fee / account holder | $19,814 | $6,958+184.8% | $8,287+139.1% | $6,924+186.2% |