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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 | $95,392 | $101,752-6.3% | $164,928-42.2% | $80,911+17.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.96% | 16.73%-4.8pp | 70.08%-58.1pp | 35.63%-23.7pp |
| Employer contribution / active EE | $3,995 | $2,953+35.3% | $4,343-8.0% | $2,756+45.0% |
| Participant deferral / active EE | $6,036 | $4,477+34.8% | $6,0340% | $4,297+40.5% |
| Admin fee / account holder | $3,341 | $8,218-59.3% | $12,684-73.7% | $6,935-51.8% |