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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 | $95,451 | $95,4150% | $185,851-48.6% | $85,851+11.2% |
| Participation rate | 98.5% | 68.8%+29.8pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $6,123 | $3,314+84.8% | $5,168+18.5% | $2,565+138.7% |
| Participant deferral / active EE | $5,332 | $3,424+55.7% | $5,569-4.3% | $3,952+34.9% |
| Admin fee / account holder | $9,327 | $7,215+29.3% | $16,245-42.6% | $6,261+49.0% |