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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 | $98,984 | $81,331+21.7% | $155,534-36.4% | $80,935+22.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.00% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,890 | $3,105+57.5% | $4,675+4.6% | $2,757+77.4% |
| Participant deferral / active EE | $5,821 | $3,454+68.5% | $5,630+3.4% | $4,299+35.4% |
| Admin fee / account holder | $2,935 | $7,999-63.3% | $15,900-81.5% | $6,924-57.6% |