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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 | $87,299 | $76,407+14.3% | $150,298-41.9% | $82,448+5.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.98% | 39.99%-15.0pp | 62.79%-37.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $2,708 | $2,614+3.6% | $4,154-34.8% | $2,551+6.2% |
| Participant deferral / active EE | $7,713 | $3,214+139.9% | $5,453+41.4% | $4,139+86.3% |
| Admin fee / account holder | $578 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |