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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 | $89,555 | $108,825-17.7% | $156,181-42.7% | $82,448+8.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.30% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,152 | $2,870+79.5% | $4,294+20.0% | $2,551+102.0% |
| Participant deferral / active EE | $4,701 | $4,577+2.7% | $6,132-23.3% | $4,139+13.6% |
| Admin fee / account holder | $2,411 | $9,341-74.2% | $14,586-83.5% | $7,234-66.7% |