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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 | $87,201 | $81,487+7.0% | $102,412-14.9% | $80,935+7.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.67% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $9,734 | $3,103+213.7% | $3,870+151.5% | $2,757+253.1% |
| Participant deferral / active EE | $4,493 | $3,871+16.1% | $5,060-11.2% | $4,299+4.5% |
| Admin fee / account holder | $2,526 | $6,717-62.4% | $8,388-69.9% | $6,924-63.5% |