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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 | $93,231 | $81,358+14.6% | $155,556-40.1% | $80,959+15.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.59% | 33.39%-11.8pp | 64.84%-43.2pp | 35.67%-14.1pp |
| Employer contribution / active EE | $18,213 | $3,106+486.3% | $4,675+289.5% | $2,757+560.6% |
| Participant deferral / active EE | $17,272 | $3,455+399.9% | $5,631+206.7% | $4,300+301.6% |
| Admin fee / account holder | $7,092 | $7,994-11.3% | $15,885-55.4% | $6,925+2.4% |