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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 | $148,730 | $88,707+67.7% | $74,184+100.5% | $273,972-45.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.41% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,036 | $3,159-35.6% | $2,370-14.1% | $4,869-58.2% |
| Participant deferral / active EE | $5,688 | $4,212+35.1% | $3,550+60.2% | $5,287+7.6% |
| Admin fee / account holder | $23,187 | $8,717+166.0% | $5,586+315.1% | $10,133+128.8% |