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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 | $86,209 | $46,732+84.5% | $156,551-44.9% | $55,167+56.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.72% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $4,716 | $2,105+124.0% | $5,501-14.3% | $1,963+140.3% |
| Participant deferral / active EE | $4,779 | $2,204+116.8% | $4,871-1.9% | $3,054+56.5% |
| Admin fee / account holder | $6,733 | $418+1509.3% | $13,028-48.3% | $504+1236.2% |