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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 | $99,316 | $76,407+30.0% | $150,298-33.9% | $82,448+20.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.71% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,268 | $2,614-13.2% | $4,154-45.4% | $2,551-11.1% |
| Participant deferral / active EE | $3,814 | $3,214+18.6% | $5,453-30.1% | $4,139-7.9% |
| Admin fee / account holder | $30,326 | $6,352+377.4% | $14,116+114.8% | $7,234+319.2% |