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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 | $101,705 | $65,395+55.5% | $182,558-44.3% | $72,976+39.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.91% | 27.68%-4.8pp | 148.59%-125.7pp | 81.02%-58.1pp |
| Employer contribution / active EE | $4,128 | $1,911+116.0% | $4,076+1.3% | $2,440+69.2% |
| Participant deferral / active EE | $6,691 | $3,563+87.8% | $5,526+21.1% | $3,608+85.5% |
| Admin fee / account holder | $8,393 | $4,245+97.7% | $8,594-2.3% | $5,124+63.8% |