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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 | $84,677 | $57,140+48.2% | $85,240-0.7% | $80,959+4.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.46% | 21.71%-8.2pp | 66.75%-53.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,318 | $1,802+195.1% | $2,735+94.4% | $2,757+92.9% |
| Participant deferral / active EE | $9,348 | $3,115+200.1% | $4,527+106.5% | $4,300+117.4% |
| Admin fee / account holder | $7,565 | $4,992+51.6% | $6,165+22.7% | $6,925+9.2% |