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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 | $115,752 | $91,179+27.0% | $178,499-35.2% | $79,852+45.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.67% | 24.19%-13.5pp | 151.10%-140.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $3,124 | $3,256-4.0% | $5,011-37.7% | $2,471+26.4% |
| Participant deferral / active EE | $5,096 | $3,236+57.5% | $5,202-2.0% | $3,740+36.2% |
| Admin fee / account holder | $24,151 | $6,749+257.9% | $13,986+72.7% | $5,306+355.1% |