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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 | $77,814+37.6% | $158,223-32.3% | $86,983+23.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 19.19% | 30.54%-11.4pp | 52.09%-32.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $2,192 | $2,592-15.4% | $4,109-46.6% | $2,584-15.2% |
| Participant deferral / active EE | $8,378 | $3,270+156.2% | $5,467+53.2% | $4,194+99.8% |
| Admin fee / account holder | $3,006 | $5,879-48.9% | $16,047-81.3% | $7,856-61.7% |