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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 | $93,977 | $81,276+15.6% | $155,574-39.6% | $80,925+16.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.83% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $8,308 | $3,103+167.7% | $4,676+77.7% | $2,756+201.4% |
| Participant deferral / active EE | $7,413 | $3,453+114.7% | $5,629+31.7% | $4,299+72.4% |
| Admin fee / account holder | $10,599 | $7,993+32.6% | $15,914-33.4% | $6,940+52.7% |