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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 | $86,295 | $84,236+2.4% | $170,435-49.4% | $70,126+23.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.22% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,820 | $3,387+101.4% | $5,432+25.5% | $2,343+191.2% |
| Participant deferral / active EE | $3,882 | $3,086+25.8% | $4,939-21.4% | $3,332+16.5% |
| Admin fee / account holder | $304 | $5,698-94.7% | $13,881-97.8% | $4,645-93.4% |