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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 | $109,361 | $87,544+24.9% | $75,784+44.3% | $125,388-12.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.59% | 13.49%-10.9pp | 9.68%-7.1pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,587 | $3,930-34.2% | $3,323-22.2% | $4,866-46.8% |
| Participant deferral / active EE | $9,208 | $4,229+117.7% | $3,652+152.2% | $5,352+72.1% |
| Admin fee / account holder | $17,118 | $6,502+163.3% | $5,300+223.0% | $9,541+79.4% |