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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 | $138,727 | $125,797+10.3% | $170,043-18.4% | $75,173+84.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.24% | 27.20%-13.0pp | 53.40%-39.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $6,477 | $4,616+40.3% | $6,790-4.6% | $2,671+142.5% |
| Participant deferral / active EE | $6,065 | $6,838-11.3% | $10,410-41.7% | $4,126+47.0% |
| Admin fee / account holder | $44,067 | $8,177+438.9% | $12,824+243.6% | $5,651+679.9% |