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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 | $95,036 | $101,763-6.6% | $164,866-42.4% | $80,874+17.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.78% | 16.73%-2.9pp | 69.97%-56.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $9,484 | $2,954+221.0% | $4,343+118.4% | $2,756+244.2% |
| Participant deferral / active EE | $7,503 | $4,477+67.6% | $6,033+24.4% | $4,297+74.6% |
| Admin fee / account holder | $1,998 | $8,228-75.7% | $12,689-84.3% | $6,935-71.2% |