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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 | $89,024 | $65,027+36.9% | $90,970-2.1% | $79,852+11.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.02% | 30.45%-15.4pp | 134.58%-119.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,565 | $1,247+25.4% | $2,122-26.3% | $2,471-36.7% |
| Participant deferral / active EE | $1,458 | $2,512-42.0% | $3,373-56.8% | $3,740-61.0% |
| Admin fee / account holder | $2,544 | $4,535-43.9% | $5,960-57.3% | $5,306-52.1% |