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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 | $124,844 | $82,523+51.3% | $115,752+7.9% | $70,126+78.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.19% | 28.22%-12.0pp | 19.41%-3.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,266 | $2,758-17.8% | $3,492-35.1% | $2,343-3.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,511 | $4,552+21.1% | $6,278-12.2% | $4,645+18.6% |