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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 | $96,525 | $93,617+3.1% | $135,982-29.0% | $75,177+28.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.56% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $6,239 | $3,538+76.3% | $4,859+28.4% | $2,671+133.6% |
| Participant deferral / active EE | $3,593 | $6,406-43.9% | $7,760-53.7% | $4,126-12.9% |
| Admin fee / account holder | $557 | $6,980-92.0% | $10,767-94.8% | $5,651-90.1% |