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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 | $89,123 | $89,367-0.3% | $141,191-36.9% | $72,975+22.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.12% | 111.87%-91.8pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,970 | $3,115-4.7% | $4,736-37.3% | $2,440+21.7% |
| Participant deferral / active EE | $5,743 | $5,419+6.0% | $6,710-14.4% | $3,608+59.2% |
| Admin fee / account holder | $3,323 | $5,957-44.2% | $10,264-67.6% | $5,124-35.2% |