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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 | $92,158 | $81,276+13.4% | $155,574-40.8% | $80,925+13.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.59% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,497 | $3,103+12.7% | $4,676-25.2% | $2,756+26.9% |
| Participant deferral / active EE | $3,920 | $3,453+13.5% | $5,629-30.4% | $4,299-8.8% |
| Admin fee / account holder | $6,315 | $7,993-21.0% | $15,914-60.3% | $6,940-9.0% |