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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 | $78,317 | $103,957-24.7% | $69,182+13.2% | $273,968-71.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.42% | 35.28%-30.9pp | -21.94%+26.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $7,148 | $1,781+301.4% | $1,205+493.2% | $4,869+46.8% |
| Participant deferral / active EE | $9,088 | $2,716+234.6% | $1,896+379.2% | $5,287+71.9% |
| Admin fee / account holder | $40,378 | $3,671+999.8% | $2,697+1397.1% | $10,132+298.5% |