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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 | $88,996+21.5% | $78,004+38.6% | $138,895-22.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.97% | 28.03%-10.1pp | 31.07%-13.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,293 | $2,917-55.7% | $2,469-47.6% | $4,194-69.2% |
| Participant deferral / active EE | $1,617 | $4,724-65.8% | $4,092-60.5% | $6,396-74.7% |
| Admin fee / account holder | $1,580 | $8,807-82.1% | $7,578-79.1% | $12,562-87.4% |