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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 | $85,441 | $57,828+47.8% | $117,039-27.0% | $70,126+21.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.97% | 17.55%-5.6pp | 18.95%-7.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,897 | $1,816+4.5% | $3,785-49.9% | $2,343-19.0% |
| Participant deferral / active EE | $2,761 | $2,438+13.3% | $3,929-29.7% | $3,332-17.1% |
| Admin fee / account holder | $14,575 | $3,548+310.8% | $5,974+144.0% | $4,645+213.7% |