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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 | $85,244 | $80,992+5.2% | $96,534-11.7% | $75,173+13.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.79% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $7,539 | $2,283+230.3% | $2,965+154.2% | $2,671+182.3% |
| Participant deferral / active EE | $5,809 | $3,929+47.8% | $4,851+19.8% | $4,126+40.8% |
| Admin fee / account holder | $5,259 | $6,717-21.7% | $8,253-36.3% | $5,651-6.9% |