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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 | $146,329 | $81,358+79.9% | $155,556-5.9% | $80,959+80.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.93% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,112 | $3,106-32.0% | $4,675-54.8% | $2,757-23.4% |
| Participant deferral / active EE | $4,942 | $3,455+43.0% | $5,631-12.2% | $4,300+14.9% |
| Admin fee / account holder | $22,153 | $7,994+177.1% | $15,885+39.5% | $6,925+219.9% |