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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 | $63,949+101.7% | $129,0310% | $94,015+37.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 16.20% | 17.56%-1.4pp | 34.67%-18.5pp | 17.84%-1.6pp |
| Employer contribution / active EE | $2,668 | $1,865+43.1% | $3,226-17.3% | $2,790-4.4% |
| Participant deferral / active EE | $5,772 | $3,686+56.6% | $5,217+10.6% | $4,249+35.8% |
| Admin fee / account holder | $2,103 | $5,523-61.9% | $13,208-84.1% | $8,951-76.5% |