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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 | $123,246 | $77,638+58.7% | $156,551-21.3% | $62,881+96.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.12% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,598 | $3,444-53.6% | $5,501-71.0% | $2,281-30.0% |
| Participant deferral / active EE | $4,723 | $3,046+55.1% | $4,871-3.0% | $3,203+47.5% |
| Admin fee / account holder | $2,662 | $5,561-52.1% | $13,028-79.6% | $4,296-38.0% |