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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 | $98,175 | $46,596+110.7% | $64,099+53.2% | $75,181+30.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.79% | 26.04%-10.3pp | 33.70%-17.9pp | 160.69%-144.9pp |
| Employer contribution / active EE | $4,334 | $1,975+119.5% | $2,748+57.7% | $2,671+62.3% |
| Participant deferral / active EE | $4,300 | $2,837+51.6% | $3,881+10.8% | $4,126+4.2% |
| Admin fee / account holder | $1,743 | $2,954-41.0% | $3,070-43.2% | $5,650-69.1% |