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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 | $79,430 | $83,485-4.9% | $125,195-36.6% | $72,976+8.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.37% | 25.77%-9.4pp | 43.79%-27.4pp | 81.02%-64.6pp |
| Employer contribution / active EE | $2,498 | $2,346+6.5% | $3,866-35.4% | $2,440+2.4% |
| Participant deferral / active EE | $4,825 | $3,586+34.5% | $4,937-2.3% | $3,608+33.7% |
| Admin fee / account holder | $510 | $5,518-90.8% | $9,704-94.7% | $5,124-90.0% |