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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 | $84,862 | $89,364-5.0% | $141,177-39.9% | $72,983+16.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.95% | 111.86%-88.9pp | 71.40%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $7,820 | $3,115+151.1% | $4,736+65.1% | $2,440+220.5% |
| Participant deferral / active EE | $8,561 | $5,419+58.0% | $6,710+27.6% | $3,608+137.3% |
| Admin fee / account holder | $2,890 | $5,959-51.5% | $10,263-71.8% | $5,124-43.6% |