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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 | $77,884 | $116,167-33.0% | $64,489+20.8% | $137,256-43.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 13.08% | 36.55%-23.5pp | 55.03%-41.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,425 | $2,483-2.3% | $1,523+59.2% | $4,156-41.7% |
| Participant deferral / active EE | $2,852 | $4,215-32.3% | $2,778+2.7% | $6,407-55.5% |
| Admin fee / account holder | $3,927 | $6,188-36.5% | $4,260-7.8% | $12,270-68.0% |