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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 | $156,995 | $81,276+93.2% | $155,574+0.9% | $80,925+94.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.04% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,271 | $3,103-26.8% | $4,676-51.4% | $2,756-17.6% |
| Participant deferral / active EE | $3,484 | $3,453+0.9% | $5,629-38.1% | $4,299-19.0% |
| Admin fee / account holder | $2,922 | $7,993-63.4% | $15,914-81.6% | $6,940-57.9% |