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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 | $94,697 | $96,524-1.9% | $75,900+24.8% | $152,909-38.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 15.88% | 33.93%-18.1pp | 30.73%-14.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $4,179 | $3,311+26.2% | $2,501+67.1% | $4,764-12.3% |
| Participant deferral / active EE | $5,108 | $4,554+12.2% | $3,604+41.7% | $5,851-12.7% |
| Admin fee / account holder | $5,934 | $8,082-26.6% | $5,421+9.5% | $11,601-48.9% |