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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 | $80,114 | $81,457-1.6% | $103,378-22.5% | $80,911-1.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.87% | 25.58%-9.7pp | 24.91%-9.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,471 | $3,107-52.6% | $3,870-62.0% | $2,756-46.6% |
| Participant deferral / active EE | $5,267 | $3,871+36.1% | $5,058+4.1% | $4,297+22.6% |
| Admin fee / account holder | $20,657 | $6,717+207.6% | $8,401+145.9% | $6,935+197.9% |