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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 | $76,122 | $109,359-30.4% | $162,177-53.1% | $72,975+4.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.28% | 25.46%-7.2pp | 115.60%-97.3pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,920 | $3,907-25.3% | $5,613-48.0% | $2,440+19.7% |
| Participant deferral / active EE | $3,091 | $5,481-43.6% | $7,297-57.6% | $3,608-14.3% |
| Admin fee / account holder | $2,121 | $7,972-73.4% | $10,843-80.4% | $5,124-58.6% |