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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 | $88,977 | $77,920+14.2% | $149,723-40.6% | $75,177+18.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 38.66% | 31.72%+6.9pp | 134.50%-95.8pp | 160.75%-122.1pp |
| Employer contribution / active EE | $4,443 | $3,138+41.6% | $4,821-7.8% | $2,671+66.4% |
| Participant deferral / active EE | $2,962 | $3,411-13.2% | $5,682-47.9% | $4,126-28.2% |
| Admin fee / account holder | $2,637 | $5,951-55.7% | $13,215-80.0% | $5,651-53.3% |