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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 | $90,551 | $93,617-3.3% | $135,982-33.4% | $75,177+20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.30% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $5,559 | $3,538+57.1% | $4,859+14.4% | $2,671+108.1% |
| Participant deferral / active EE | $8,608 | $6,406+34.4% | $7,760+10.9% | $4,126+108.6% |
| Admin fee / account holder | $5,644 | $6,980-19.1% | $10,767-47.6% | $5,651-0.1% |