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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 | $78,690+25.8% | $161,489-38.7% | $87,485+13.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.90% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,807 | $2,588-30.2% | $4,268-57.7% | $2,596-30.4% |
| Participant deferral / active EE | $4,150 | $3,311+25.3% | $5,630-26.3% | $4,274-2.9% |
| Admin fee / account holder | $9,716 | $6,724+44.5% | $16,006-39.3% | $7,775+25.0% |