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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 | $102,684 | $49,255+108.5% | $70,494+45.7% | $79,856+28.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.74% | 30.10%-11.4pp | 109.16%-90.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,954 | $2,100-7.0% | $2,738-28.6% | $2,471-20.9% |
| Participant deferral / active EE | $4,033 | $2,768+45.7% | $3,711+8.7% | $3,741+7.8% |
| Admin fee / account holder | $1,884 | $2,879-34.6% | $3,848-51.0% | $5,306-64.5% |