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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 | $79,266 | $81,276-2.5% | $155,574-49.0% | $80,925-2.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.66% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $3,691 | $3,103+19.0% | $4,676-21.1% | $2,756+33.9% |
| Participant deferral / active EE | $5,783 | $3,453+67.5% | $5,629+2.7% | $4,299+34.5% |
| Admin fee / account holder | $448 | $7,993-94.4% | $15,914-97.2% | $6,940-93.5% |