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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 | $121,638 | $78,015+55.9% | $178,505-31.9% | $80,959+50.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.87% | 18.10%-2.2pp | 27.16%-11.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,260 | $2,281-0.9% | $3,955-42.9% | $2,757-18.0% |
| Participant deferral / active EE | $4,778 | $4,406+8.4% | $6,280-23.9% | $4,300+11.1% |
| Admin fee / account holder | $49,815 | $7,160+595.7% | $10,428+377.7% | $6,925+619.3% |