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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 | $85,663 | $78,705+8.8% | $117,860-27.3% | $70,124+22.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.80% | 23.30%-10.5pp | 335.10%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,825 | $2,223+72.1% | $3,786+1.0% | $2,342+63.3% |
| Participant deferral / active EE | $5,257 | $3,297+59.4% | $4,482+17.3% | $3,332+57.8% |
| Admin fee / account holder | $644 | $5,065-87.3% | $8,021-92.0% | $4,645-86.1% |