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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 | $86,250 | $84,236+2.4% | $170,435-49.4% | $70,126+23.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,366 | $3,387+28.9% | $5,432-19.6% | $2,343+86.4% |
| Participant deferral / active EE | $4,495 | $3,086+45.7% | $4,939-9.0% | $3,332+34.9% |
| Admin fee / account holder | $3,865 | $5,698-32.2% | $13,881-72.2% | $4,645-16.8% |