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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 | $85,666 | $116,167-26.3% | $64,489+32.8% | $137,256-37.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 18.76% | 36.55%-17.8pp | 55.03%-36.3pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,166 | $2,483-12.7% | $1,523+42.2% | $4,156-47.9% |
| Participant deferral / active EE | $6,883 | $4,215+63.3% | $2,778+147.8% | $6,407+7.4% |
| Admin fee / account holder | $2,243 | $6,188-63.8% | $4,260-47.3% | $12,270-81.7% |