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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 | $92,772 | $83,485+11.1% | $125,195-25.9% | $72,976+27.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.71% | 25.77%-7.1pp | 43.79%-25.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,392 | $2,346+2.0% | $3,866-38.1% | $2,440-2.0% |
| Participant deferral / active EE | $2,559 | $3,586-28.6% | $4,937-48.2% | $3,608-29.1% |
| Admin fee / account holder | $9,878 | $5,518+79.0% | $9,704+1.8% | $5,124+92.8% |