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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 | $88,923 | $91,198-2.5% | $178,503-50.2% | $79,856+11.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.62% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,472 | $3,257+37.3% | $5,011-10.8% | $2,471+81.0% |
| Participant deferral / active EE | $4,639 | $3,237+43.3% | $5,202-10.8% | $3,741+24.0% |
| Admin fee / account holder | $2,163 | $6,748-67.9% | $13,987-84.5% | $5,306-59.2% |