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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 | $82,195 | $90,486-9.2% | $78,676+4.5% | $273,972-70.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.31% | 75.62%-65.3pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $5,194 | $3,175+63.6% | $2,850+82.2% | $4,869+6.7% |
| Participant deferral / active EE | $7,610 | $3,901+95.1% | $3,517+116.4% | $5,287+43.9% |
| Admin fee / account holder | $2,283 | $5,263-56.6% | $4,510-49.4% | $10,133-77.5% |