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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 | $93,342 | $65,027+43.5% | $90,970+2.6% | $79,852+16.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.74% | 30.45%-17.7pp | 134.58%-121.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $3,985 | $1,247+219.5% | $2,122+87.7% | $2,471+61.2% |
| Participant deferral / active EE | $3,513 | $2,512+39.8% | $3,373+4.1% | $3,740-6.1% |
| Admin fee / account holder | $2,868 | $4,535-36.8% | $5,960-51.9% | $5,306-46.0% |