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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 | $92,709 | $63,365+46.3% | $91,994+0.8% | $72,976+27.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.83% | 35.35%-13.5pp | 69.04%-47.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,366 | $2,116-35.4% | $3,453-60.4% | $2,440-44.0% |
| Participant deferral / active EE | $11,383 | $4,883+133.1% | $5,924+92.2% | $3,608+215.5% |
| Admin fee / account holder | $1,358 | $4,670-70.9% | $7,744-82.5% | $5,124-73.5% |