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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 | $89,156 | $81,262+9.7% | $155,602-42.7% | $80,911+10.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.98% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.7pp |
| Employer contribution / active EE | $5,590 | $3,102+80.2% | $4,675+19.6% | $2,756+102.9% |
| Participant deferral / active EE | $5,212 | $3,451+51.0% | $5,629-7.4% | $4,297+21.3% |
| Admin fee / account holder | $22,062 | $7,992+176.1% | $15,923+38.6% | $6,935+218.1% |