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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 | $82,001 | $93,598-12.4% | $135,974-39.7% | $75,173+9.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 34.89% | 30.89%+4.0pp | 68.30%-33.4pp | 160.72%-125.8pp |
| Employer contribution / active EE | $6,371 | $3,538+80.1% | $4,859+31.1% | $2,671+138.5% |
| Participant deferral / active EE | $7,925 | $6,405+23.7% | $7,760+2.1% | $4,126+92.1% |
| Admin fee / account holder | $3,515 | $6,978-49.6% | $10,767-67.4% | $5,651-37.8% |