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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 | $86,318 | $76,407+13.0% | $150,298-42.6% | $82,448+4.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.66% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,564 | $2,614+36.3% | $4,154-14.2% | $2,551+39.7% |
| Participant deferral / active EE | $5,036 | $3,214+56.7% | $5,453-7.6% | $4,139+21.7% |
| Admin fee / account holder | $3,467 | $6,352-45.4% | $14,116-75.4% | $7,234-52.1% |