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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 | $96,031 | $91,179+5.3% | $178,499-46.2% | $79,852+20.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.78% | 24.19%-0.4pp | 151.10%-127.3pp | 31.72%-7.9pp |
| Employer contribution / active EE | $4,744 | $3,256+45.7% | $5,011-5.3% | $2,471+92.0% |
| Participant deferral / active EE | $4,761 | $3,236+47.1% | $5,202-8.5% | $3,740+27.3% |
| Admin fee / account holder | $5,116 | $6,749-24.2% | $13,986-63.4% | $5,306-3.6% |