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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 | $99,671 | $96,731+3.0% | $123,973-19.6% | $86,983+14.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 14.21% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,872 | $3,297-12.9% | $4,126-30.4% | $2,584+11.1% |
| Participant deferral / active EE | $7,294 | $4,152+75.7% | $5,247+39.0% | $4,194+73.9% |
| Admin fee / account holder | $12,469 | $8,722+43.0% | $11,799+5.7% | $7,856+58.7% |