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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 | $124,220 | $84,236+47.5% | $170,435-27.1% | $70,126+77.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,958 | $3,387-12.7% | $5,432-45.5% | $2,343+26.3% |
| Participant deferral / active EE | $4,803 | $3,086+55.7% | $4,939-2.8% | $3,332+44.2% |
| Admin fee / account holder | $3,454 | $5,698-39.4% | $13,881-75.1% | $4,645-25.7% |