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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 | $83,130 | $75,541+10.0% | $152,093-45.3% | $82,637+0.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.79% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,573 | $2,622-1.9% | $4,175-38.4% | $2,552+0.8% |
| Participant deferral / active EE | $5,198 | $3,206+62.2% | $5,451-4.6% | $4,126+26.0% |
| Admin fee / account holder | $1,612 | $6,405-74.8% | $14,497-88.9% | $7,339-78.0% |