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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 | $128,975 | $60,442+113.4% | $96,754+33.3% | $87,485+47.4% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.20% | 21.97%-5.8pp | 82.04%-65.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,668 | $1,691+57.8% | $2,679-0.4% | $2,596+2.8% |
| Participant deferral / active EE | $5,772 | $3,280+76.0% | $4,758+21.3% | $4,274+35.1% |
| Admin fee / account holder | $2,103 | $5,069-58.5% | $8,905-76.4% | $7,775-72.9% |