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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 | $166,185 | $86,938+91.2% | $102,423+62.3% | $80,925+105.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.52% | 18.89%-6.4pp | 29.42%-16.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,014 | $2,369-57.2% | $3,023-66.5% | $2,756-63.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,911 | $8,053-1.8% | $9,455-16.3% | $6,940+14.0% |