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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 | $90,666 | $89,367+1.5% | $141,191-35.8% | $72,975+24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.56% | 111.87%-89.3pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,354 | $3,115+39.8% | $4,736-8.1% | $2,440+78.4% |
| Participant deferral / active EE | $7,100 | $5,419+31.0% | $6,710+5.8% | $3,608+96.8% |
| Admin fee / account holder | $3,443 | $5,957-42.2% | $10,264-66.5% | $5,124-32.8% |