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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 | $153,040 | $86,922+76.1% | $102,438+49.4% | $80,874+89.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.78% | 18.90%-2.1pp | 29.37%-12.6pp | 35.62%-18.8pp |
| Employer contribution / active EE | $1,008 | $2,369-57.5% | $3,024-66.7% | $2,756-63.4% |
| Participant deferral / active EE | $5,367 | $4,119+30.3% | $5,054+6.2% | $4,297+24.9% |
| Admin fee / account holder | $24,298 | $8,050+201.8% | $9,448+157.2% | $6,935+250.4% |