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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 | $89,704 | $62,672+43.1% | $185,117-51.5% | $70,126+27.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.21% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $3,918 | $1,753+123.5% | $4,182-6.3% | $2,343+67.3% |
| Participant deferral / active EE | $6,409 | $3,272+95.9% | $5,045+27.0% | $3,332+92.4% |
| Admin fee / account holder | $8,099 | $3,932+106.0% | $8,159-0.7% | $4,645+74.3% |