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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 | $99,029 | $76,407+29.6% | $150,298-34.1% | $82,448+20.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.90% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,807 | $2,614-30.9% | $4,154-56.5% | $2,551-29.1% |
| Participant deferral / active EE | $4,150 | $3,214+29.1% | $5,453-23.9% | $4,139+0.3% |
| Admin fee / account holder | $9,716 | $6,352+53.0% | $14,116-31.2% | $7,234+34.3% |