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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 | $79,600 | $63,355+25.6% | $91,994-13.5% | $72,983+9.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.03% | 35.35%-12.3pp | 69.03%-46.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,217 | $2,116+4.8% | $3,452-35.8% | $2,440-9.1% |
| Participant deferral / active EE | $6,868 | $4,883+40.7% | $5,923+15.9% | $3,608+90.4% |
| Admin fee / account holder | $11,760 | $4,668+151.9% | $7,743+51.9% | $5,124+129.5% |