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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 | $100,686 | $90,486+11.3% | $78,676+28.0% | $273,972-63.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | 75.62%-67.3pp | 62.19%-53.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $693 | $3,175-78.2% | $2,850-75.7% | $4,869-85.8% |
| Participant deferral / active EE | $1,384 | $3,901-64.5% | $3,517-60.7% | $5,287-73.8% |
| Admin fee / account holder | $926 | $5,263-82.4% | $4,510-79.5% | $10,133-90.9% |