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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 | $98,275 | $69,977+40.4% | $108,582-9.5% | $62,881+56.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 11.20% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $4,712 | $2,135+120.7% | $3,758+25.4% | $2,281+106.6% |
| Participant deferral / active EE | $4,230 | $3,165+33.7% | $4,311-1.9% | $3,203+32.1% |
| Admin fee / account holder | $995 | $5,076-80.4% | $7,645-87.0% | $4,296-76.8% |