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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 | $98,633 | $98,776-0.1% | $149,745-34.1% | $79,856+23.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.78% | 27.38%-3.6pp | 276.72%-252.9pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3,257 | $3,217+1.2% | $4,646-29.9% | $2,471+31.8% |
| Participant deferral / active EE | $7,038 | $5,681+23.9% | $6,843+2.8% | $3,741+88.2% |
| Admin fee / account holder | $2,826 | $6,053-53.3% | $9,312-69.7% | $5,306-46.8% |