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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 | $97,317 | $65,395+48.8% | $182,540-46.7% | $72,975+33.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.71% | 27.68%-8.0pp | 148.58%-128.9pp | 81.01%-61.3pp |
| Employer contribution / active EE | $3,635 | $1,911+90.2% | $4,076-10.8% | $2,440+49.0% |
| Participant deferral / active EE | $8,512 | $3,563+138.9% | $5,525+54.1% | $3,608+135.9% |
| Admin fee / account holder | $452 | $4,245-89.4% | $8,593-94.7% | $5,124-91.2% |