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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 | $97,725 | $91,198+7.2% | $178,503-45.3% | $79,856+22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.88% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,790 | $3,257-14.3% | $5,011-44.3% | $2,471+12.9% |
| Participant deferral / active EE | $4,340 | $3,237+34.1% | $5,202-16.6% | $3,741+16.0% |
| Admin fee / account holder | $67,916 | $6,748+906.4% | $13,987+385.6% | $5,306+1179.9% |