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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 | $92,192 | $84,236+9.4% | $170,439-45.9% | $70,124+31.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.24% | 23.06%-10.8pp | 205.94%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $5,836 | $3,387+72.3% | $5,433+7.4% | $2,342+149.1% |
| Participant deferral / active EE | $5,078 | $3,086+64.6% | $4,939+2.8% | $3,332+52.4% |
| Admin fee / account holder | $1,796 | $5,698-68.5% | $13,881-87.1% | $4,645-61.3% |