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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 | $93,652 | $58,851+59.1% | $115,167-18.7% | $72,976+28.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 15.96% | 23.16%-7.2pp | 35.60%-19.6pp | 81.02%-65.1pp |
| Employer contribution / active EE | $3,703 | $1,798+105.9% | $3,179+16.5% | $2,440+51.7% |
| Participant deferral / active EE | $2,999 | $2,643+13.5% | $4,169-28.0% | $3,608-16.9% |
| Admin fee / account holder | $2,904 | $6,370-54.4% | $7,089-59.0% | $5,124-43.3% |