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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 | $104,482 | $125,758-16.9% | $170,004-38.5% | $75,173+39.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.68% | 27.20%-10.5pp | 53.39%-36.7pp | 160.65%-144.0pp |
| Employer contribution / active EE | $6,160 | $4,615+33.5% | $6,786-9.2% | $2,670+130.7% |
| Participant deferral / active EE | $3,751 | $6,837-45.1% | $10,408-64.0% | $4,126-9.1% |
| Admin fee / account holder | $1,485 | $8,173-81.8% | $12,816-88.4% | $5,651-73.7% |