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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 | $92,320 | $81,476+13.3% | $102,383-9.8% | $80,925+14.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.84% | 25.59%-12.8pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $7,551 | $3,105+143.2% | $3,870+95.1% | $2,756+174.0% |
| Participant deferral / active EE | $4,603 | $3,871+18.9% | $5,060-9.0% | $4,299+7.1% |
| Admin fee / account holder | $1,717 | $6,717-74.4% | $8,391-79.5% | $6,940-75.3% |