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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 | $90,042 | $77,638+16.0% | $156,551-42.5% | $62,881+43.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.13% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,761 | $3,444+67.3% | $5,501+4.7% | $2,281+152.6% |
| Participant deferral / active EE | $4,107 | $3,046+34.9% | $4,871-15.7% | $3,203+28.2% |
| Admin fee / account holder | $1,195 | $5,561-78.5% | $13,028-90.8% | $4,296-72.2% |