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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 | $99,129 | $63,082+57.1% | $81,726+21.3% | $79,856+24.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 19.57% | 22.66%-3.1pp | 29.49%-9.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,992 | $1,795+11.0% | $4,311-53.8% | $2,471-19.4% |
| Participant deferral / active EE | $1,811 | $2,780-34.9% | $7,108-74.5% | $3,741-51.6% |
| Admin fee / account holder | $9,765 | $4,428+120.5% | $5,160+89.3% | $5,306+84.0% |