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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 | $84,110 | $90,486-7.0% | $78,676+6.9% | $273,972-69.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,659 | $3,175+46.7% | $2,850+63.5% | $4,869-4.3% |
| Participant deferral / active EE | $7,298 | $3,901+87.1% | $3,517+107.5% | $5,287+38.0% |
| Admin fee / account holder | $7,498 | $5,263+42.5% | $4,510+66.3% | $10,133-26.0% |