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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 | $80,594 | $77,817+3.6% | $123,553-34.8% | $64,173+25.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.50% | 12.49%-5.0pp | 119.21%-111.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,392 | $3,014-20.6% | $4,628-48.3% | $2,381+0.5% |
| Participant deferral / active EE | $4,863 | $5,240-7.2% | $6,426-24.3% | $3,470+40.1% |
| Admin fee / account holder | $20,325 | $5,519+268.3% | $9,284+118.9% | $4,887+315.9% |