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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 | $103,528 | $76,371+35.6% | $93,621+10.6% | $72,976+41.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.43% | 25.82%-7.4pp | 32.76%-14.3pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,743 | $2,276-23.4% | $2,719-35.9% | $2,440-28.6% |
| Participant deferral / active EE | $2,780 | $3,538-21.4% | $4,070-31.7% | $3,608-22.9% |
| Admin fee / account holder | $3,036 | $6,839-55.6% | $7,890-61.5% | $5,124-40.7% |