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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 | $87,662 | $73,988+18.5% | $96,538-9.2% | $75,177+16.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.99% | 26.73%-2.7pp | 35.74%-11.8pp | 160.75%-136.8pp |
| Employer contribution / active EE | $2,019 | $2,930-31.1% | $3,740-46.0% | $2,671-24.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,442 | $5,220+80.9% | $6,737+40.1% | $5,651+67.1% |