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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 | $86,350 | $84,236+2.5% | $170,435-49.3% | $70,126+23.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.14% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $9,218 | $3,387+172.1% | $5,432+69.7% | $2,343+293.5% |
| Participant deferral / active EE | $6,628 | $3,086+114.8% | $4,939+34.2% | $3,332+98.9% |
| Admin fee / account holder | $4,466 | $5,698-21.6% | $13,881-67.8% | $4,645-3.9% |