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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 | $83,260 | $93,589-11.0% | $135,942-38.8% | $75,181+10.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.60% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $5,811 | $3,537+64.3% | $4,858+19.6% | $2,671+117.6% |
| Participant deferral / active EE | $6,497 | $6,405+1.4% | $7,759-16.3% | $4,126+57.5% |
| Admin fee / account holder | $5,509 | $6,977-21.0% | $10,764-48.8% | $5,650-2.5% |