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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 | $88,546 | $65,034+36.2% | $90,970-2.7% | $79,856+10.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.56% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $10,584 | $1,247+748.5% | $2,122+398.8% | $2,471+328.3% |
| Participant deferral / active EE | $2,278 | $2,512-9.3% | $3,373-32.4% | $3,741-39.1% |
| Admin fee / account holder | $4,269 | $4,536-5.9% | $5,961-28.4% | $5,306-19.5% |