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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 | $99,963 | $93,617+6.8% | $135,982-26.5% | $75,177+33.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.99% | 30.89%-14.9pp | 68.32%-52.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $7,248 | $3,538+104.9% | $4,859+49.2% | $2,671+171.4% |
| Participant deferral / active EE | $3,223 | $6,406-49.7% | $7,760-58.5% | $4,126-21.9% |
| Admin fee / account holder | $2,407 | $6,980-65.5% | $10,767-77.6% | $5,651-57.4% |