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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 | $160,420 | $78,027+105.6% | $178,528-10.1% | $80,925+98.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.10% | 18.09%-3.0pp | 27.11%-12.0pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,451 | $2,281+95.1% | $3,950+12.7% | $2,756+61.5% |
| Participant deferral / active EE | $2,654 | $4,408-39.8% | $6,278-57.7% | $4,299-38.3% |
| Admin fee / account holder | $44,909 | $7,168+526.6% | $10,419+331.0% | $6,940+547.1% |