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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 | $73,873 | $89,367-17.3% | $141,191-47.7% | $72,975+1.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.32% | 111.87%-83.5pp | 71.41%-43.1pp | 81.01%-52.7pp |
| Employer contribution / active EE | $6,691 | $3,115+114.8% | $4,736+41.3% | $2,440+174.2% |
| Participant deferral / active EE | $5,369 | $5,419-0.9% | $6,710-20.0% | $3,608+48.8% |
| Admin fee / account holder | $3,374 | $5,957-43.4% | $10,264-67.1% | $5,124-34.1% |