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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 | $78,013+55.9% | $178,449-31.8% | $80,911+50.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.87% | 18.07%-2.2pp | 27.09%-11.2pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,260 | $2,287-1.2% | $3,951-42.8% | $2,756-18.0% |
| Participant deferral / active EE | $4,778 | $4,408+8.4% | $6,277-23.9% | $4,297+11.2% |
| Admin fee / account holder | $49,815 | $7,166+595.2% | $10,362+380.7% | $6,935+618.3% |