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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 | $86,050+15.1% | $189,758-47.8% | $94,015+5.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.90% | 17.77%-3.9pp | 52.62%-38.7pp | 17.84%-3.9pp |
| Employer contribution / active EE | $1,807 | $2,819-35.9% | $4,767-62.1% | $2,790-35.2% |
| Participant deferral / active EE | $4,150 | $3,349+23.9% | $5,856-29.1% | $4,249-2.3% |
| Admin fee / account holder | $9,716 | $6,627+46.6% | $20,388-52.3% | $8,951+8.5% |