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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 | $67,891 | $76,642-11.4% | $146,866-53.8% | $65,306+4.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 82.5%+17.5pp | 57.7%+42.3pp |
| Annual return | 29.91% | 33.40%-3.5pp | 102.85%-72.9pp | 21.94%+8.0pp |
| Employer contribution / active EE | $5,918 | $2,621+125.8% | $4,425+33.8% | $1,967+200.8% |
| Participant deferral / active EE | $8,380 | $4,864+72.3% | $7,759+8.0% | $2,959+183.2% |
| Admin fee / account holder | $7,378 | $3,960+86.3% | $13,620-45.8% | $3,480+112.0% |