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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 | $77,217 | $65,395+18.1% | $182,540-57.7% | $72,975+5.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 25.59% | 27.68%-2.1pp | 148.58%-123.0pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,198 | $1,911+119.7% | $4,076+3.0% | $2,440+72.1% |
| Participant deferral / active EE | $11,092 | $3,563+211.3% | $5,525+100.7% | $3,608+207.4% |
| Admin fee / account holder | $1,049 | $4,245-75.3% | $8,593-87.8% | $5,124-79.5% |