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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 | $96,746 | $99,994-3.2% | $146,643-34.0% | $85,847+12.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.20% | 18.93%-4.7pp | 22.75%-8.6pp | 318.61%-304.4pp |
| Employer contribution / active EE | $3,115 | $2,559+21.7% | $4,137-24.7% | $2,565+21.4% |
| Participant deferral / active EE | $5,186 | $4,006+29.4% | $5,506-5.8% | $3,952+31.2% |
| Admin fee / account holder | $7,420 | $7,703-3.7% | $10,280-27.8% | $6,261+18.5% |