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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 | $89,490 | $88,672+0.9% | $105,223-15.0% | $82,448+8.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.11% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,825 | $3,048+91.1% | $3,689+57.9% | $2,551+128.4% |
| Participant deferral / active EE | $10,728 | $4,036+165.8% | $5,072+111.5% | $4,139+159.2% |
| Admin fee / account holder | $7,452 | $7,146+4.3% | $8,859-15.9% | $7,234+3.0% |