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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 | $98,226 | $84,236+16.6% | $170,435-42.4% | $70,126+40.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 26.31% | 23.06%+3.2pp | 205.94%-179.6pp | 73.15%-46.8pp |
| Employer contribution / active EE | $9,893 | $3,387+192.1% | $5,432+82.1% | $2,343+322.3% |
| Participant deferral / active EE | $4,374 | $3,086+41.7% | $4,939-11.5% | $3,332+31.3% |
| Admin fee / account holder | $2,982 | $5,698-47.7% | $13,881-78.5% | $4,645-35.8% |