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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 | $87,097 | $68,878+26.5% | $120,574-27.8% | $80,935+7.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 14.63% | 23.67%-9.0pp | 107.42%-92.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $6,195 | $2,065+200.0% | $3,471+78.5% | $2,757+124.7% |
| Participant deferral / active EE | $5,955 | $3,189+86.7% | $4,996+19.2% | $4,299+38.5% |
| Admin fee / account holder | $11,193 | $5,782+93.6% | $9,445+18.5% | $6,924+61.6% |