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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 | $80,023 | $81,664-2.0% | $70,476+13.5% | $158,966-49.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.60% | 208.59%-202.0pp | 109.12%-102.5pp | 302.95%-296.3pp |
| Employer contribution / active EE | $2,650 | $3,219-17.7% | $2,738-3.2% | $4,762-44.3% |
| Participant deferral / active EE | $6,996 | $4,556+53.5% | $3,710+88.6% | $5,983+16.9% |
| Admin fee / account holder | $2,117 | $6,197-65.8% | $3,847-45.0% | $11,250-81.2% |