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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 | $79,661 | $93,617-14.9% | $135,982-41.4% | $75,177+6.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.84% | 30.89%-11.0pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $5,759 | $3,538+62.8% | $4,859+18.5% | $2,671+115.6% |
| Participant deferral / active EE | $5,998 | $6,406-6.4% | $7,760-22.7% | $4,126+45.4% |
| Admin fee / account holder | $915 | $6,980-86.9% | $10,767-91.5% | $5,651-83.8% |