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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 | $108,105 | $87,166+24.0% | $76,735+40.9% | $137,256-21.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.97% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,293 | $2,904-55.5% | $2,454-47.3% | $4,156-68.9% |
| Participant deferral / active EE | $1,617 | $4,726-65.8% | $4,088-60.5% | $6,407-74.8% |
| Admin fee / account holder | $1,580 | $8,403-81.2% | $7,189-78.0% | $12,270-87.1% |