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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 | $97,625 | $65,712+48.6% | $57,196+70.7% | $273,972-64.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.43% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,189 | $3,280-2.8% | $2,683+18.9% | $4,869-34.5% |
| Participant deferral / active EE | $1,978 | $3,782-47.7% | $3,096-36.1% | $5,287-62.6% |
| Admin fee / account holder | $16,197 | $4,838+234.8% | $3,141+415.7% | $10,133+59.9% |