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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 | $183,025 | $46,732+291.6% | $156,551+16.9% | $55,167+231.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.60% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $5,302 | $2,105+151.8% | $5,501-3.6% | $1,963+170.1% |
| Participant deferral / active EE | $2,425 | $2,204+10.0% | $4,871-50.2% | $3,054-20.6% |
| Admin fee / account holder | $3,442 | $418+722.7% | $13,028-73.6% | $504+583.0% |