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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 | $86,949+76.0% | $102,460+49.4% | $80,959+89.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.78% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,008 | $2,370-57.5% | $3,025-66.7% | $2,757-63.4% |
| Participant deferral / active EE | $5,367 | $4,121+30.2% | $5,056+6.1% | $4,300+24.8% |
| Admin fee / account holder | $24,298 | $8,048+201.9% | $9,460+156.8% | $6,925+250.9% |