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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 | $135,165 | $167,353-19.2% | $143,797-6.0% | $134,545+0.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 2.75% | 0.48%+2.3pp | -0.04%+2.8pp | 418.37%-415.6pp |
| Employer contribution / active EE | $30,180 | $5,620+437.0% | $4,952+509.4% | $4,742+536.5% |
| Participant deferral / active EE | $11,320 | $6,447+75.6% | $5,638+100.8% | $6,401+76.8% |
| Admin fee / account holder | $1,955 | $18,096-89.2% | $14,679-86.7% | $11,431-82.9% |