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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 | $89,324 | $88,707+0.7% | $74,184+20.4% | $273,972-67.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.42% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $8,750 | $3,159+176.9% | $2,370+269.2% | $4,869+79.7% |
| Participant deferral / active EE | $7,334 | $4,212+74.1% | $3,550+106.6% | $5,287+38.7% |
| Admin fee / account holder | $15,618 | $8,717+79.2% | $5,586+179.6% | $10,133+54.1% |