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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 | $58,120 | $107,666-46.0% | $102,184-43.1% | $154,746-62.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.95% | 29.33%-14.4pp | 31.58%-16.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,674 | $3,846-30.5% | $3,594-25.6% | $4,379-38.9% |
| Participant deferral / active EE | $6,364 | $8,719-27.0% | $8,309-23.4% | $6,730-5.4% |
| Admin fee / account holder | $30,814 | $12,943+138.1% | $11,609+165.4% | $14,365+114.5% |