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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 | $82,870 | $68,880+20.3% | $120,580-31.3% | $80,959+2.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 12.90% | 23.68%-10.8pp | 107.48%-94.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,853 | $2,066+183.3% | $3,469+68.7% | $2,757+112.3% |
| Participant deferral / active EE | $2,328 | $3,191-27.0% | $4,995-53.4% | $4,300-45.9% |
| Admin fee / account holder | $1,125 | $5,785-80.6% | $9,418-88.1% | $6,925-83.8% |