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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 | $98,234 | $70,666+39.0% | $169,385-42.0% | $75,181+30.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 15.09% | 36.37%-21.3pp | 405.82%-390.7pp | 160.69%-145.6pp |
| Employer contribution / active EE | $4,885 | $2,210+121.0% | $4,012+21.8% | $2,671+82.9% |
| Participant deferral / active EE | $4,474 | $4,308+3.8% | $6,221-28.1% | $4,126+8.4% |
| Admin fee / account holder | $2,239 | $5,402-58.6% | $9,011-75.1% | $5,650-60.4% |