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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 | $120,476 | $81,276+48.2% | $155,574-22.6% | $80,925+48.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.75% | 33.36%-11.6pp | 64.87%-43.1pp | 35.65%-13.9pp |
| Employer contribution / active EE | $2,856 | $3,103-8.0% | $4,676-38.9% | $2,756+3.6% |
| Participant deferral / active EE | $7,392 | $3,453+114.1% | $5,629+31.3% | $4,299+72.0% |
| Admin fee / account holder | $2,969 | $7,993-62.9% | $15,914-81.3% | $6,940-57.2% |