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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 | $90,523 | $75,541+19.8% | $152,093-40.5% | $82,637+9.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.90% | 32.56%-18.7pp | 66.36%-52.5pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,265 | $2,622-13.6% | $4,175-45.7% | $2,552-11.2% |
| Participant deferral / active EE | $4,918 | $3,206+53.4% | $5,451-9.8% | $4,126+19.2% |
| Admin fee / account holder | $29,152 | $6,405+355.2% | $14,497+101.1% | $7,339+297.2% |