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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 | $115,985 | $49,255+135.5% | $70,494+64.5% | $79,856+45.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.15% | 30.10%-16.0pp | 109.16%-95.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,016 | $2,100-4.0% | $2,738-26.4% | $2,471-18.4% |
| Participant deferral / active EE | $2,309 | $2,768-16.6% | $3,711-37.8% | $3,741-38.3% |
| Admin fee / account holder | $4,625 | $2,879+60.6% | $3,848+20.2% | $5,306-12.8% |