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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 | $81,124 | $93,598-13.3% | $135,974-40.3% | $75,173+7.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.49% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,257 | $3,538-7.9% | $4,859-33.0% | $2,671+22.0% |
| Participant deferral / active EE | $5,609 | $6,405-12.4% | $7,760-27.7% | $4,126+35.9% |
| Admin fee / account holder | $3,035 | $6,978-56.5% | $10,767-71.8% | $5,651-46.3% |