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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 | $103,754 | $84,236+23.2% | $170,435-39.1% | $70,126+48.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.53% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,932 | $3,387-13.4% | $5,432-46.0% | $2,343+25.2% |
| Participant deferral / active EE | $3,760 | $3,086+21.9% | $4,939-23.9% | $3,332+12.9% |
| Admin fee / account holder | $973 | $5,698-82.9% | $13,881-93.0% | $4,645-79.1% |