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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 | $102,322 | $93,617+9.3% | $135,982-24.8% | $75,177+36.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.13% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $7,910 | $3,538+123.5% | $4,859+62.8% | $2,671+196.1% |
| Participant deferral / active EE | $4,643 | $6,406-27.5% | $7,760-40.2% | $4,126+12.5% |
| Admin fee / account holder | $5,225 | $6,980-25.1% | $10,767-51.5% | $5,651-7.6% |