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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 | $92,342 | $93,182-0.9% | $146,647-37.0% | $79,389+16.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 14.12% | 21.61%-7.5pp | 22.75%-8.6pp | 116.89%-102.8pp |
| Employer contribution / active EE | $5,098 | $2,420+110.7% | $4,137+23.2% | $2,428+110.0% |
| Participant deferral / active EE | $4,774 | $4,169+14.5% | $5,506-13.3% | $4,046+18.0% |
| Admin fee / account holder | $5,864 | $585+902.4% | $10,281-43.0% | $626+836.2% |