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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 | $91,491 | $65,696+39.3% | $56,429+62.1% | $147,586-38.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 11.80% | 13.32%-1.5pp | 19.04%-7.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $5,347 | $4,121+29.7% | $3,405+57.0% | $4,876+9.6% |
| Participant deferral / active EE | $5,567 | $4,876+14.2% | $3,951+40.9% | $5,439+2.4% |
| Admin fee / account holder | $7,133 | $5,947+20.0% | $4,466+59.7% | $10,886-34.5% |