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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 | $76,407+18.5% | $150,298-39.8% | $82,448+9.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.90% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,265 | $2,614-13.3% | $4,154-45.5% | $2,551-11.2% |
| Participant deferral / active EE | $4,918 | $3,214+53.0% | $5,453-9.8% | $4,139+18.8% |
| Admin fee / account holder | $29,152 | $6,352+358.9% | $14,116+106.5% | $7,234+303.0% |