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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 | $82,025 | $65,364+25.5% | $92,909-11.7% | $72,975+12.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.06% | 42.11%-25.0pp | 109.44%-92.4pp | 81.01%-64.0pp |
| Employer contribution / active EE | $5,552 | $2,594+114.0% | $3,653+52.0% | $2,440+127.5% |
| Participant deferral / active EE | $3,480 | $3,128+11.3% | $4,238-17.9% | $3,608-3.5% |
| Admin fee / account holder | $8,006 | $4,251+88.3% | $5,795+38.2% | $5,124+56.2% |