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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 | $85,315 | $77,920+9.5% | $149,723-43.0% | $75,177+13.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.98% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $7,356 | $3,138+134.4% | $4,821+52.6% | $2,671+175.4% |
| Participant deferral / active EE | $5,728 | $3,411+67.9% | $5,682+0.8% | $4,126+38.8% |
| Admin fee / account holder | $5,618 | $5,951-5.6% | $13,215-57.5% | $5,651-0.6% |