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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 | $102,274 | $45,043+127.1% | $63,005+62.3% | $70,124+45.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.92% | 18.76%-6.8pp | 87.59%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,839 | $2,052+38.3% | $2,760+2.9% | $2,342+21.2% |
| Participant deferral / active EE | $1,938 | $2,466-21.4% | $3,329-41.8% | $3,332-41.8% |
| Admin fee / account holder | $1,618 | $2,833-42.9% | $3,599-55.0% | $4,645-65.2% |