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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 | $90,386 | $72,027+25.5% | $185,861-51.4% | $79,856+13.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.19% | 23.13%-10.9pp | 35.96%-23.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,170 | $1,965-40.5% | $4,088-71.4% | $2,471-52.7% |
| Participant deferral / active EE | $5,921 | $3,780+56.7% | $5,634+5.1% | $3,741+58.3% |
| Admin fee / account holder | $4,148 | $4,513-8.1% | $9,503-56.4% | $5,306-21.8% |