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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 | $79,267 | $93,617-15.3% | $135,982-41.7% | $75,177+5.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $4,251 | $3,538+20.2% | $4,859-12.5% | $2,671+59.2% |
| Participant deferral / active EE | $6,008 | $6,406-6.2% | $7,760-22.6% | $4,126+45.6% |
| Admin fee / account holder | $2,401 | $6,980-65.6% | $10,767-77.7% | $5,651-57.5% |