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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 | $85,173 | $93,617-9.0% | $135,982-37.4% | $75,177+13.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.37% | 30.89%-7.5pp | 68.32%-45.0pp | 160.75%-137.4pp |
| Employer contribution / active EE | $8,953 | $3,538+153.0% | $4,859+84.3% | $2,671+235.2% |
| Participant deferral / active EE | $7,678 | $6,406+19.9% | $7,760-1.1% | $4,126+86.1% |
| Admin fee / account holder | $95,279 | $6,980+1265.1% | $10,767+784.9% | $5,651+1586.0% |