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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 | $87,545 | $65,367+33.9% | $92,915-5.8% | $72,976+20.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.93% | 42.11%-24.2pp | 109.45%-91.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $8,205 | $2,594+216.3% | $3,653+124.6% | $2,440+236.3% |
| Participant deferral / active EE | $4,337 | $3,128+38.7% | $4,238+2.3% | $3,608+20.2% |
| Admin fee / account holder | $4,943 | $4,251+16.3% | $5,796-14.7% | $5,124-3.5% |