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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 | $81,233+15.7% | $155,567-39.6% | $80,874+16.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.83% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $8,308 | $3,101+167.9% | $4,674+77.7% | $2,756+201.5% |
| Participant deferral / active EE | $7,413 | $3,452+114.7% | $5,628+31.7% | $4,297+72.5% |
| Admin fee / account holder | $10,599 | $7,998+32.5% | $15,916-33.4% | $6,935+52.8% |