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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 | $83,051 | $77,920+6.6% | $149,723-44.5% | $75,177+10.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.94% | 31.72%-9.8pp | 134.50%-112.6pp | 160.75%-138.8pp |
| Employer contribution / active EE | $10,205 | $3,138+225.2% | $4,821+111.7% | $2,671+282.0% |
| Participant deferral / active EE | $2,965 | $3,411-13.1% | $5,682-47.8% | $4,126-28.2% |
| Admin fee / account holder | $705 | $5,951-88.1% | $13,215-94.7% | $5,651-87.5% |