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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 | $83,330 | $103,966-19.8% | $112,923-26.2% | $75,177+10.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.66% | 24.54%-7.9pp | 34.13%-17.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $5,310 | $3,870+37.2% | $4,570+16.2% | $2,671+98.8% |
| Participant deferral / active EE | $9,717 | $5,456+78.1% | $6,520+49.0% | $4,126+135.5% |
| Admin fee / account holder | $3,884 | $7,663-49.3% | $7,046-44.9% | $5,651-31.3% |