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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 | $88,810 | $65,034+36.6% | $90,970-2.4% | $79,856+11.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.34% | 30.45%-20.1pp | 134.60%-124.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,226 | $1,247+158.6% | $2,122+52.0% | $2,471+30.5% |
| Participant deferral / active EE | $1,334 | $2,512-46.9% | $3,373-60.4% | $3,741-64.3% |
| Admin fee / account holder | $1,863 | $4,536-58.9% | $5,961-68.7% | $5,306-64.9% |