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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 | $118,824 | $76,407+55.5% | $150,298-20.9% | $82,448+44.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.45% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,559 | $2,614-2.1% | $4,154-38.4% | $2,551+0.3% |
| Participant deferral / active EE | $7,384 | $3,214+129.7% | $5,453+35.4% | $4,139+78.4% |
| Admin fee / account holder | $21,744 | $6,352+242.3% | $14,116+54.0% | $7,234+200.6% |