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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 | $99,127 | $77,638+27.7% | $156,551-36.7% | $62,881+57.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.00% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,986 | $3,444-42.3% | $5,501-63.9% | $2,281-12.9% |
| Participant deferral / active EE | $3,850 | $3,046+26.4% | $4,871-21.0% | $3,203+20.2% |
| Admin fee / account holder | $16,754 | $5,561+201.2% | $13,028+28.6% | $4,296+290.0% |