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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 | $79,406 | $84,233-5.7% | $170,436-53.4% | $70,131+13.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.52% | 23.06%-7.5pp | 205.94%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,271 | $3,387-33.0% | $5,433-58.2% | $2,342-3.1% |
| Participant deferral / active EE | $4,487 | $3,086+45.4% | $4,939-9.2% | $3,332+34.7% |
| Admin fee / account holder | $5,650 | $5,698-0.8% | $13,880-59.3% | $4,645+21.6% |