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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 | $86,284 | $75,541+14.2% | $152,093-43.3% | $82,637+4.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.64% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $6,750 | $2,622+157.4% | $4,175+61.7% | $2,552+164.5% |
| Participant deferral / active EE | $4,504 | $3,206+40.5% | $5,451-17.4% | $4,126+9.2% |
| Admin fee / account holder | $6,012 | $6,405-6.1% | $14,497-58.5% | $7,339-18.1% |