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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 | $81,331-2.5% | $155,534-49.0% | $80,935-2.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.66% | 33.37%-22.7pp | 64.92%-54.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,691 | $3,105+18.9% | $4,675-21.0% | $2,757+33.9% |
| Participant deferral / active EE | $5,783 | $3,454+67.4% | $5,630+2.7% | $4,299+34.5% |
| Admin fee / account holder | $448 | $7,999-94.4% | $15,900-97.2% | $6,924-93.5% |