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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 | $67,861 | $54,763+23.9% | $90,324-24.9% | $72,976-7.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.41% | 30.63%-9.2pp | 78.15%-56.7pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,150 | $2,093+2.7% | $2,856-24.7% | $2,440-11.9% |
| Participant deferral / active EE | $7,081 | $2,887+145.2% | $3,885+82.2% | $3,608+96.3% |
| Admin fee / account holder | $8,776 | $3,973+120.9% | $5,356+63.9% | $5,124+71.3% |