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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 | $70,189 | $77,638-9.6% | $156,551-55.2% | $62,881+11.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.72% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,973 | $3,444-13.7% | $5,501-46.0% | $2,281+30.4% |
| Participant deferral / active EE | $3,226 | $3,046+5.9% | $4,871-33.8% | $3,203+0.7% |
| Admin fee / account holder | $16,208 | $5,561+191.4% | $13,028+24.4% | $4,296+277.3% |