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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 | $90,476 | $83,337+8.6% | $67,834+33.4% | $273,972-67.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.37% | 259.45%-250.1pp | 138.47%-129.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $6,906 | $3,287+110.1% | $2,403+187.4% | $4,869+41.9% |
| Participant deferral / active EE | $5,154 | $4,088+26.1% | $3,160+63.1% | $5,287-2.5% |
| Admin fee / account holder | $5,507 | $6,752-18.4% | $4,622+19.1% | $10,133-45.6% |