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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 | $83,052 | $65,712+26.4% | $57,196+45.2% | $273,972-69.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.97% | 22.01%-12.0pp | 14.59%-4.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $24,266 | $3,280+639.8% | $2,683+804.5% | $4,869+398.4% |
| Participant deferral / active EE | $9,944 | $3,782+163.0% | $3,096+221.2% | $5,287+88.1% |
| Admin fee / account holder | $3,606 | $4,838-25.5% | $3,141+14.8% | $10,133-64.4% |