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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 | $82,004 | $81,276+0.9% | $155,574-47.3% | $80,925+1.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.37% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $9,097 | $3,103+193.2% | $4,676+94.5% | $2,756+230.0% |
| Participant deferral / active EE | $8,059 | $3,453+133.4% | $5,629+43.2% | $4,299+87.5% |
| Admin fee / account holder | $5,826 | $7,993-27.1% | $15,914-63.4% | $6,940-16.0% |