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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 | $93,637 | $81,331+15.1% | $155,534-39.8% | $80,935+15.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.77% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,699 | $3,105+19.1% | $4,675-20.9% | $2,757+34.2% |
| Participant deferral / active EE | $4,651 | $3,454+34.6% | $5,630-17.4% | $4,299+8.2% |
| Admin fee / account holder | $1,335 | $7,999-83.3% | $15,900-91.6% | $6,924-80.7% |