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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 | $124,860 | $96,558+29.3% | $80,977+54.2% | $273,972-54.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.46% | 15.14%-8.7pp | 17.11%-10.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,046 | $4,869-58.0% | $3,715-44.9% | $4,869-58.0% |
| Participant deferral / active EE | $2,666 | $6,598-59.6% | $5,696-53.2% | $5,287-49.6% |
| Admin fee / account holder | $28,783 | $7,493+284.1% | $5,517+421.7% | $10,133+184.1% |