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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 | $83,507 | $89,372-6.6% | $141,200-40.9% | $72,977+14.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.63% | 111.88%-90.2pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $4,496 | $3,115+44.3% | $4,736-5.1% | $2,440+84.3% |
| Participant deferral / active EE | $4,743 | $5,419-12.5% | $6,710-29.3% | $3,608+31.5% |
| Admin fee / account holder | $3,652 | $5,957-38.7% | $10,265-64.4% | $5,124-28.7% |