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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 | $100,849 | $77,358+30.4% | $102,184-1.3% | $87,485+15.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 28.27% | 41.11%-12.8pp | 31.58%-3.3pp | 26.06%+2.2pp |
| Employer contribution / active EE | $3,822 | $2,562+49.2% | $3,594+6.4% | $2,596+47.2% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,264 | $6,809-66.8% | $11,609-80.5% | $7,775-70.9% |