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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 | $79,459 | $103,957-23.6% | $69,182+14.9% | $273,968-71.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.41% | 35.28%-26.9pp | -21.94%+30.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,857 | $1,781+228.8% | $1,205+386.0% | $4,869+20.3% |
| Participant deferral / active EE | $2,410 | $2,716-11.3% | $1,896+27.1% | $5,287-54.4% |
| Admin fee / account holder | $2,537 | $3,671-30.9% | $2,697-5.9% | $10,132-75.0% |