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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 | $95,914 | $72,027+33.2% | $185,835-48.4% | $79,852+20.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.45% | 23.13%-9.7pp | 35.96%-22.5pp | 31.72%-18.3pp |
| Employer contribution / active EE | $6,709 | $1,965+241.4% | $4,087+64.1% | $2,471+171.5% |
| Participant deferral / active EE | $11,826 | $3,780+212.9% | $5,633+109.9% | $3,740+216.2% |
| Admin fee / account holder | $6,728 | $4,513+49.1% | $9,502-29.2% | $5,306+26.8% |