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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 | $92,791 | $60,442+53.5% | $96,754-4.1% | $87,485+6.1% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 18.10% | 21.97%-3.9pp | 82.04%-63.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,631 | $1,691+55.6% | $2,679-1.8% | $2,596+1.3% |
| Participant deferral / active EE | $5,513 | $3,280+68.1% | $4,758+15.9% | $4,274+29.0% |
| Admin fee / account holder | $1,983 | $5,069-60.9% | $8,905-77.7% | $7,775-74.5% |