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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 | $130,528 | $75,541+72.8% | $152,093-14.2% | $82,637+58.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.84% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,994 | $2,622+14.2% | $4,175-28.3% | $2,552+17.3% |
| Participant deferral / active EE | $4,303 | $3,206+34.2% | $5,451-21.1% | $4,126+4.3% |
| Admin fee / account holder | $2,644 | $6,405-58.7% | $14,497-81.8% | $7,339-64.0% |