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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 | $56,660 | $46,732+21.2% | $156,551-63.8% | $55,167+2.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.12% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $4,273 | $2,105+103.0% | $5,501-22.3% | $1,963+117.7% |
| Participant deferral / active EE | $3,234 | $2,204+46.7% | $4,871-33.6% | $3,054+5.9% |
| Admin fee / account holder | $3,798 | $418+807.8% | $13,028-70.8% | $504+653.7% |