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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 | $118,389 | $77,638+52.5% | $156,551-24.4% | $62,881+88.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 15.77% | 50.33%-34.6pp | 32.23%-16.5pp | 20.14%-4.4pp |
| Employer contribution / active EE | $2,926 | $3,444-15.0% | $5,501-46.8% | $2,281+28.3% |
| Participant deferral / active EE | $5,535 | $3,046+81.7% | $4,871+13.6% | $3,203+72.8% |
| Admin fee / account holder | $2,614 | $5,561-53.0% | $13,028-79.9% | $4,296-39.1% |