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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 | $94,482 | $88,707+6.5% | $74,184+27.4% | $273,972-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,750 | $3,159+18.7% | $2,370+58.2% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,115 | $8,717-52.8% | $5,586-26.3% | $10,133-59.4% |