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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 | $89,650 | $106,749-16.0% | $145,433-38.4% | $82,448+8.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.21% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,400 | $3,444+27.8% | $4,554-3.4% | $2,551+72.5% |
| Participant deferral / active EE | $12,492 | $6,519+91.6% | $7,897+58.2% | $4,139+201.8% |
| Admin fee / account holder | $7,697 | $8,390-8.3% | $13,129-41.4% | $7,234+6.4% |