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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 | $158,922 | $88,707+79.2% | $74,184+114.2% | $273,972-42.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.77% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,576 | $3,159-50.1% | $2,370-33.5% | $4,869-67.6% |
| Participant deferral / active EE | $4,574 | $4,212+8.6% | $3,550+28.9% | $5,287-13.5% |
| Admin fee / account holder | $28,094 | $8,717+222.3% | $5,586+403.0% | $10,133+177.3% |