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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 | $99,512 | $81,276+22.4% | $155,574-36.0% | $80,925+23.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.02% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,703 | $3,103+83.8% | $4,676+22.0% | $2,756+106.9% |
| Participant deferral / active EE | $6,038 | $3,453+74.9% | $5,629+7.3% | $4,299+40.5% |
| Admin fee / account holder | $4,977 | $7,993-37.7% | $15,914-68.7% | $6,940-28.3% |