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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 | $94,684 | $99,875-5.2% | $146,866-35.5% | $86,983+8.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.25% | 28.10%-3.8pp | 102.85%-78.6pp | 25.83%-1.6pp |
| Employer contribution / active EE | $5,815 | $3,224+80.3% | $4,425+31.4% | $2,584+125.0% |
| Participant deferral / active EE | $11,758 | $6,322+86.0% | $7,759+51.5% | $4,194+180.4% |
| Admin fee / account holder | $2,413 | $7,838-69.2% | $13,620-82.3% | $7,856-69.3% |