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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 | $92,916 | $84,236+10.3% | $170,435-45.5% | $70,126+32.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.06% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $5,550 | $3,387+63.9% | $5,432+2.2% | $2,343+136.9% |
| Participant deferral / active EE | $3,565 | $3,086+15.5% | $4,939-27.8% | $3,332+7.0% |
| Admin fee / account holder | $2,975 | $5,698-47.8% | $13,881-78.6% | $4,645-36.0% |