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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 | $75,889 | $93,598-18.9% | $135,974-44.2% | $75,173+1.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.12% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $4,495 | $3,538+27.0% | $4,859-7.5% | $2,671+68.3% |
| Participant deferral / active EE | $10,642 | $6,405+66.1% | $7,760+37.1% | $4,126+157.9% |
| Admin fee / account holder | $11,476 | $6,978+64.5% | $10,767+6.6% | $5,651+103.1% |