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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 | $83,486 | $81,276+2.7% | $155,574-46.3% | $80,925+3.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.66% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $5,441 | $3,103+75.4% | $4,676+16.4% | $2,756+97.4% |
| Participant deferral / active EE | $4,502 | $3,453+30.4% | $5,629-20.0% | $4,299+4.7% |
| Admin fee / account holder | $1,342 | $7,993-83.2% | $15,914-91.6% | $6,940-80.7% |