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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 | $67,889 | $76,551-11.3% | $123,894-45.2% | $62,881+8.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $10,140 | $2,882+251.8% | $4,617+119.6% | $2,281+344.6% |
| Participant deferral / active EE | $5,553 | $4,840+14.7% | $5,984-7.2% | $3,203+73.4% |
| Admin fee / account holder | $315 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |