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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 | $94,795 | $89,364+6.1% | $141,177-32.9% | $72,983+29.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.14% | 111.86%-92.7pp | 71.40%-52.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $3,240 | $3,115+4.0% | $4,736-31.6% | $2,440+32.8% |
| Participant deferral / active EE | $5,813 | $5,419+7.3% | $6,710-13.4% | $3,608+61.1% |
| Admin fee / account holder | $10,407 | $5,959+74.6% | $10,263+1.4% | $5,124+103.1% |