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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 | $93,586+3.1% | $135,925-29.0% | $75,173+28.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.25%-48.7pp | 160.65%-141.1pp |
| Employer contribution / active EE | $6,239 | $3,537+76.4% | $4,857+28.5% | $2,670+133.6% |
| Participant deferral / active EE | $3,593 | $6,405-43.9% | $7,759-53.7% | $4,126-12.9% |
| Admin fee / account holder | $557 | $6,977-92.0% | $10,764-94.8% | $5,651-90.1% |