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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 | $93,964 | $81,331+15.5% | $155,534-39.6% | $80,935+16.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.09% | 33.37%-15.3pp | 64.92%-46.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $5,293 | $3,105+70.5% | $4,675+13.2% | $2,757+92.0% |
| Participant deferral / active EE | $8,001 | $3,454+131.6% | $5,630+42.1% | $4,299+86.1% |
| Admin fee / account holder | $1,690 | $7,999-78.9% | $15,900-89.4% | $6,924-75.6% |