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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 | $96,315 | $93,598+2.9% | $135,974-29.2% | $75,173+28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.06% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.7pp |
| Employer contribution / active EE | $9,941 | $3,538+181.0% | $4,859+104.6% | $2,671+272.2% |
| Participant deferral / active EE | $5,131 | $6,405-19.9% | $7,760-33.9% | $4,126+24.4% |
| Admin fee / account holder | $54,647 | $6,978+683.2% | $10,767+407.6% | $5,651+867.1% |