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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 | $101,828 | $84,236+20.9% | $170,435-40.3% | $70,126+45.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.89% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,680 | $3,387-20.9% | $5,432-50.7% | $2,343+14.4% |
| Participant deferral / active EE | $5,356 | $3,086+73.6% | $4,939+8.4% | $3,332+60.7% |
| Admin fee / account holder | $1,234 | $5,698-78.3% | $13,881-91.1% | $4,645-73.4% |