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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 | $81,331+9.6% | $155,534-42.7% | $80,935+10.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.98% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $5,590 | $3,105+80.1% | $4,675+19.6% | $2,757+102.8% |
| Participant deferral / active EE | $5,212 | $3,454+50.9% | $5,630-7.4% | $4,299+21.2% |
| Admin fee / account holder | $22,062 | $7,999+175.8% | $15,900+38.8% | $6,924+218.6% |