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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 | $93,283 | $93,598-0.3% | $135,974-31.4% | $75,173+24.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $5,665 | $3,538+60.1% | $4,859+16.6% | $2,671+112.1% |
| Participant deferral / active EE | $7,968 | $6,405+24.4% | $7,760+2.7% | $4,126+93.1% |
| Admin fee / account holder | $2,115 | $6,978-69.7% | $10,767-80.4% | $5,651-62.6% |