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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 | $75,323 | $93,620-19.5% | $135,998-44.6% | $75,184+0.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.77% | 31.00%-8.2pp | 68.37%-45.6pp | 160.78%-138.0pp |
| Employer contribution / active EE | $4,152 | $3,538+17.4% | $4,860-14.6% | $2,671+55.4% |
| Participant deferral / active EE | $3,296 | $6,406-48.5% | $7,761-57.5% | $4,127-20.1% |
| Admin fee / account holder | $8,454 | $6,980+21.1% | $10,769-21.5% | $5,652+49.6% |