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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 | $81,779 | $65,367+25.1% | $92,915-12.0% | $72,976+12.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.20% | 42.11%-20.9pp | 109.45%-88.3pp | 81.02%-59.8pp |
| Employer contribution / active EE | $4,010 | $2,594+54.6% | $3,653+9.7% | $2,440+64.3% |
| Participant deferral / active EE | $1,997 | $3,128-36.2% | $4,238-52.9% | $3,608-44.7% |
| Admin fee / account holder | $10,975 | $4,251+158.1% | $5,796+89.4% | $5,124+114.2% |