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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 | $108,284 | $64,359+68.3% | $90,161+20.1% | $70,126+54.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.32% | 28.13%-12.8pp | 34.89%-19.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,188 | $2,046+6.9% | $3,318-34.1% | $2,343-6.6% |
| Participant deferral / active EE | $3,337 | $4,389-24.0% | $5,287-36.9% | $3,332+0.2% |
| Admin fee / account holder | $5,670 | $3,945+43.7% | $5,943-4.6% | $4,645+22.1% |