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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 | $95,916 | $94,436+1.6% | $115,599-17.0% | $82,637+16.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 16.47% | 18.37%-1.9pp | 111.10%-94.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,427 | $2,324+4.5% | $2,955-17.9% | $2,552-4.9% |
| Participant deferral / active EE | $4,768 | $3,955+20.6% | $4,889-2.5% | $4,126+15.6% |
| Admin fee / account holder | $3,137 | $10,328-69.6% | $12,841-75.6% | $7,339-57.3% |