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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 | $119,925 | $75,541+58.8% | $152,093-21.2% | $82,637+45.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.65% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,501 | $2,622-4.6% | $4,175-40.1% | $2,552-2.0% |
| Participant deferral / active EE | $2,522 | $3,206-21.3% | $5,451-53.7% | $4,126-38.9% |
| Admin fee / account holder | $624 | $6,405-90.3% | $14,497-95.7% | $7,339-91.5% |