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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 | $128,686 | $65,034+97.9% | $90,970+41.5% | $79,856+61.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.31% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,032 | $1,247+62.9% | $2,122-4.2% | $2,471-17.8% |
| Participant deferral / active EE | $2,575 | $2,512+2.5% | $3,373-23.7% | $3,741-31.2% |
| Admin fee / account holder | $2,658 | $4,536-41.4% | $5,961-55.4% | $5,306-49.9% |