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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 | $92,526 | $43,730+111.6% | $121,220-23.7% | $64,173+44.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 7.93% | 68.94%-61.0pp | 16.94%-9.0pp | 7.63%+0.3pp |
| Employer contribution / active EE | $6,493 | $1,297+400.7% | $4,023+61.4% | $2,381+172.7% |
| Participant deferral / active EE | $2,812 | $2,281+23.3% | $3,345-15.9% | $3,470-19.0% |
| Admin fee / account holder | $3,525 | $3,502+0.6% | $5,021-29.8% | $4,887-27.9% |