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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 | $107,039 | $75,541+41.7% | $152,093-29.6% | $82,637+29.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.19% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,192 | $2,622-16.4% | $4,175-47.5% | $2,552-14.1% |
| Participant deferral / active EE | $8,378 | $3,206+161.3% | $5,451+53.7% | $4,126+103.0% |
| Admin fee / account holder | $3,006 | $6,405-53.1% | $14,497-79.3% | $7,339-59.0% |