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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 | $78,379 | $93,617-16.3% | $135,982-42.4% | $75,177+4.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.49% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $6,664 | $3,538+88.3% | $4,859+37.1% | $2,671+149.5% |
| Participant deferral / active EE | $15,428 | $6,406+140.8% | $7,760+98.8% | $4,126+273.9% |
| Admin fee / account holder | $8,362 | $6,980+19.8% | $10,767-22.3% | $5,651+48.0% |