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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 | $88,610 | $93,598-5.3% | $135,974-34.8% | $75,173+17.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.35% | 30.89%-6.5pp | 68.30%-44.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $4,189 | $3,538+18.4% | $4,859-13.8% | $2,671+56.8% |
| Participant deferral / active EE | $10,059 | $6,405+57.0% | $7,760+29.6% | $4,126+143.8% |
| Admin fee / account holder | $6,230 | $6,978-10.7% | $10,767-42.1% | $5,651+10.3% |