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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 | $161,286 | $81,487+97.9% | $102,412+57.5% | $80,935+99.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.91% | 25.60%-9.7pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $948 | $3,103-69.4% | $3,870-75.5% | $2,757-65.6% |
| Participant deferral / active EE | $1,947 | $3,871-49.7% | $5,060-61.5% | $4,299-54.7% |
| Admin fee / account holder | $5,082 | $6,717-24.3% | $8,388-39.4% | $6,924-26.6% |