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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 | $97,758 | $49,255+98.5% | $70,494+38.7% | $79,856+22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.47% | 30.10%-13.6pp | 109.16%-92.7pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,691 | $2,100-19.5% | $2,738-38.2% | $2,471-31.6% |
| Participant deferral / active EE | $3,576 | $2,768+29.2% | $3,711-3.6% | $3,741-4.4% |
| Admin fee / account holder | $1,543 | $2,879-46.4% | $3,848-59.9% | $5,306-70.9% |