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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 | $122,516 | $81,358+50.6% | $155,556-21.2% | $80,959+51.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.70% | 33.39%-22.7pp | 64.84%-54.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,992 | $3,106-35.9% | $4,675-57.4% | $2,757-27.8% |
| Participant deferral / active EE | $4,269 | $3,455+23.5% | $5,631-24.2% | $4,300-0.7% |
| Admin fee / account holder | $1,772 | $7,994-77.8% | $15,885-88.8% | $6,925-74.4% |