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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 | $99,021 | $65,034+52.3% | $90,970+8.9% | $79,856+24.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.74% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,563 | $1,247+25.3% | $2,122-26.3% | $2,471-36.7% |
| Participant deferral / active EE | $3,306 | $2,512+31.6% | $3,373-2.0% | $3,741-11.6% |
| Admin fee / account holder | $8,495 | $4,536+87.3% | $5,961+42.5% | $5,306+60.1% |