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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 | $100,664 | $72,177+39.5% | $115,038-12.5% | $59,633+68.8% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | 2.72% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $2,851 | $2,841+0.4% | $4,608-38.1% | $2,203+29.4% |
| Participant deferral / active EE | $5,603 | $4,783+17.1% | $6,026-7.0% | $3,192+75.5% |
| Admin fee / account holder | $12,684 | $4,927+157.5% | $8,175+55.2% | $4,297+195.2% |