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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 | $88,950 | $91,559-2.8% | $133,978-33.6% | $79,856+11.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.50% | 61.85%-48.3pp | 45.10%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,538 | $2,384+90.4% | $3,919+15.8% | $2,471+83.6% |
| Participant deferral / active EE | $4,123 | $3,734+10.4% | $5,047-18.3% | $3,741+10.2% |
| Admin fee / account holder | $12,246 | $6,321+93.7% | $8,930+37.1% | $5,306+130.8% |