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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 | $164,815 | $87,546+88.3% | $75,784+117.5% | $125,389+31.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.19% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,836 | $3,930+23.0% | $3,323+45.5% | $4,866-0.6% |
| Participant deferral / active EE | $9,833 | $4,230+132.5% | $3,652+169.3% | $5,352+83.7% |
| Admin fee / account holder | $3,720 | $6,503-42.8% | $5,300-29.8% | $9,541-61.0% |