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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 | $89,107 | $93,345-4.5% | $119,126-25.2% | $87,485+1.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.51% | 19.08%-5.6pp | 282.11%-268.6pp | 26.06%-12.5pp |
| Employer contribution / active EE | $3,248 | $3,172+2.4% | $4,034-19.5% | $2,596+25.1% |
| Participant deferral / active EE | $4,500 | $4,099+9.8% | $5,318-15.4% | $4,274+5.3% |
| Admin fee / account holder | $3,517 | $8,039-56.3% | $10,693-67.1% | $7,775-54.8% |