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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 | $125,719 | $91,198+37.9% | $178,503-29.6% | $79,856+57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.80% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,987 | $3,257-8.3% | $5,011-40.4% | $2,471+20.9% |
| Participant deferral / active EE | $5,193 | $3,237+60.5% | $5,202-0.2% | $3,741+38.8% |
| Admin fee / account holder | $2,496 | $6,748-63.0% | $13,987-82.2% | $5,306-53.0% |