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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 | $86,459 | $58,493+47.8% | $84,021+2.9% | $72,975+18.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.04% | 28.93%-7.9pp | 71.32%-50.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $4,625 | $1,163+297.7% | $1,984+133.2% | $2,440+89.6% |
| Participant deferral / active EE | $3,600 | $2,394+50.4% | $3,239+11.2% | $3,608-0.2% |
| Admin fee / account holder | $6,094 | $4,569+33.4% | $6,102-0.1% | $5,124+18.9% |