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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 | $85,235 | $93,598-8.9% | $135,974-37.3% | $75,173+13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.08% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $9,262 | $3,538+161.8% | $4,859+90.6% | $2,671+246.8% |
| Participant deferral / active EE | $15,751 | $6,405+145.9% | $7,760+103.0% | $4,126+281.7% |
| Admin fee / account holder | $6,530 | $6,978-6.4% | $10,767-39.3% | $5,651+15.6% |