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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 | $97,107 | $84,236+15.3% | $170,435-43.0% | $70,126+38.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $6,213 | $3,387+83.4% | $5,432+14.4% | $2,343+165.2% |
| Participant deferral / active EE | $5,048 | $3,086+63.6% | $4,939+2.2% | $3,332+51.5% |
| Admin fee / account holder | $3,942 | $5,698-30.8% | $13,881-71.6% | $4,645-15.1% |