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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 | $89,828 | $96,731-7.1% | $123,973-27.5% | $86,983+3.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 14.90% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $5,386 | $3,297+63.4% | $4,126+30.5% | $2,584+108.4% |
| Participant deferral / active EE | $3,975 | $4,152-4.3% | $5,247-24.2% | $4,194-5.2% |
| Admin fee / account holder | $11,652 | $8,722+33.6% | $11,799-1.2% | $7,856+48.3% |