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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 | $90,652 | $89,370+1.4% | $141,197-35.8% | $72,976+24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.81% | 111.88%-89.1pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,466 | $3,115-52.9% | $4,736-69.0% | $2,440-39.9% |
| Participant deferral / active EE | $8,439 | $5,419+55.7% | $6,710+25.8% | $3,608+133.9% |
| Admin fee / account holder | $7,853 | $5,957+31.8% | $10,265-23.5% | $5,124+53.3% |