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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 | $103,244 | $87,834+17.5% | $133,975-22.9% | $62,881+64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.52% | 12.05%-1.5pp | 29.29%-18.8pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,146 | $3,482-38.4% | $5,211-58.8% | $2,281-5.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,445 | $5,372+57.2% | $9,324-9.4% | $4,296+96.6% |