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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 | $108,596 | $84,233+28.9% | $170,436-36.3% | $70,131+54.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.52% | 23.06%-6.5pp | 205.94%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,090 | $3,387-38.3% | $5,433-61.5% | $2,342-10.8% |
| Participant deferral / active EE | $3,718 | $3,086+20.5% | $4,939-24.7% | $3,332+11.6% |
| Admin fee / account holder | $4,399 | $5,698-22.8% | $13,880-68.3% | $4,645-5.3% |