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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 | $115,853 | $81,331+42.4% | $155,534-25.5% | $80,935+43.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.34% | 33.37%-22.0pp | 64.92%-53.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,959 | $3,105-4.7% | $4,675-36.7% | $2,757+7.4% |
| Participant deferral / active EE | $5,961 | $3,454+72.6% | $5,630+5.9% | $4,299+38.7% |
| Admin fee / account holder | $25,841 | $7,999+223.0% | $15,900+62.5% | $6,924+273.2% |