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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 | $100,467 | $95,404+5.3% | $113,397-11.4% | $82,637+21.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.20% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,602 | $2,307-30.6% | $2,977-46.2% | $2,552-37.2% |
| Participant deferral / active EE | $6,047 | $4,220+43.3% | $5,076+19.1% | $4,126+46.6% |
| Admin fee / account holder | $40,042 | $9,168+336.8% | $11,957+234.9% | $7,339+445.6% |