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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 | $87,617 | $93,589-6.4% | $135,942-35.5% | $75,181+16.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.64% | 30.90%-14.3pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $6,202 | $3,537+75.3% | $4,858+27.7% | $2,671+132.2% |
| Participant deferral / active EE | $11,393 | $6,405+77.9% | $7,759+46.8% | $4,126+176.1% |
| Admin fee / account holder | $15,903 | $6,977+127.9% | $10,764+47.7% | $5,650+181.5% |