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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 | $75,865 | $75,541+0.4% | $152,093-50.1% | $82,637-8.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.20% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $4,953 | $2,622+88.9% | $4,175+18.6% | $2,552+94.1% |
| Participant deferral / active EE | $3,826 | $3,206+19.3% | $5,451-29.8% | $4,126-7.3% |
| Admin fee / account holder | $13,997 | $6,405+118.5% | $14,497-3.4% | $7,339+90.7% |