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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 | $93,287 | $77,638+20.2% | $156,551-40.4% | $62,881+48.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.01% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,910 | $3,444+42.6% | $5,501-10.8% | $2,281+115.3% |
| Participant deferral / active EE | $4,888 | $3,046+60.5% | $4,871+0.3% | $3,203+52.6% |
| Admin fee / account holder | $3,895 | $5,561-30.0% | $13,028-70.1% | $4,296-9.3% |