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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 | $104,595 | $46,599+124.5% | $64,101+63.2% | $75,173+39.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.41% | 26.06%-9.7pp | 33.72%-17.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,177 | $1,975-40.4% | $2,749-57.2% | $2,671-55.9% |
| Participant deferral / active EE | $2,619 | $2,837-7.7% | $3,881-32.5% | $4,126-36.5% |
| Admin fee / account holder | $5,371 | $2,956+81.7% | $3,070+74.9% | $5,651-4.9% |