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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 | $102,008 | $75,541+35.0% | $152,093-32.9% | $82,637+23.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.60% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,418 | $2,622-7.8% | $4,175-42.1% | $2,552-5.3% |
| Participant deferral / active EE | $5,227 | $3,206+63.1% | $5,451-4.1% | $4,126+26.7% |
| Admin fee / account holder | $423 | $6,405-93.4% | $14,497-97.1% | $7,339-94.2% |