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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 | $96,469 | $90,486+6.6% | $78,676+22.6% | $273,972-64.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.16% | 75.62%-65.5pp | 62.19%-52.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,984 | $3,175-6.0% | $2,850+4.7% | $4,869-38.7% |
| Participant deferral / active EE | $3,909 | $3,901+0.2% | $3,517+11.2% | $5,287-26.1% |
| Admin fee / account holder | $3,086 | $5,263-41.4% | $4,510-31.6% | $10,133-69.5% |