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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 | $95,165 | $86,294+10.3% | $111,303-14.5% | $85,856+10.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.00% | 19.99%-8.0pp | 54.66%-42.7pp | 318.58%-306.6pp |
| Employer contribution / active EE | $2,835 | $2,043+38.7% | $2,731+3.8% | $2,565+10.5% |
| Participant deferral / active EE | $7,190 | $3,641+97.5% | $4,487+60.2% | $3,952+81.9% |
| Admin fee / account holder | $4,073 | $8,189-50.3% | $7,966-48.9% | $6,261-34.9% |