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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 | $102,212 | $84,236+21.3% | $170,435-40.0% | $70,126+45.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.23% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $4,329 | $3,387+27.8% | $5,432-20.3% | $2,343+84.8% |
| Participant deferral / active EE | $4,661 | $3,086+51.1% | $4,939-5.6% | $3,332+39.9% |
| Admin fee / account holder | $7,058 | $5,698+23.9% | $13,881-49.2% | $4,645+51.9% |