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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 | $82,884 | $81,331+1.9% | $155,534-46.7% | $80,935+2.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.45% | 33.37%-14.9pp | 64.92%-46.5pp | 35.66%-17.2pp |
| Employer contribution / active EE | $2,370 | $3,105-23.7% | $4,675-49.3% | $2,757-14.0% |
| Participant deferral / active EE | $3,350 | $3,454-3.0% | $5,630-40.5% | $4,299-22.1% |
| Admin fee / account holder | $3,387 | $7,999-57.7% | $15,900-78.7% | $6,924-51.1% |