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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 | $78,690+51.0% | $161,489-26.4% | $87,485+35.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.45% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,559 | $2,588-1.1% | $4,268-40.1% | $2,596-1.4% |
| Participant deferral / active EE | $7,384 | $3,311+123.0% | $5,630+31.2% | $4,274+72.8% |
| Admin fee / account holder | $21,744 | $6,724+223.4% | $16,006+35.9% | $7,775+179.7% |