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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 | $97,436 | $73,978+31.7% | $96,515+1.0% | $75,173+29.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.93% | 26.72%-4.8pp | 35.73%-13.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $6,176 | $2,931+110.7% | $3,740+65.2% | $2,671+131.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,276 | $5,219-18.1% | $6,735-36.5% | $5,651-24.3% |