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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 | $169,544 | $132,310+28.1% | $105,754+60.3% | $273,972-38.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.80% | 10.08%-4.3pp | 12.25%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,235 | $4,867-74.6% | $4,079-69.7% | $4,869-74.6% |
| Participant deferral / active EE | $2,196 | $6,233-64.8% | $5,326-58.8% | $5,287-58.5% |
| Admin fee / account holder | $1,046 | $12,036-91.3% | $8,309-87.4% | $10,133-89.7% |