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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 | $84,132 | $76,551+9.9% | $123,894-32.1% | $62,881+33.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,556 | $2,882-46.0% | $4,617-66.3% | $2,281-31.8% |
| Participant deferral / active EE | $9,322 | $4,840+92.6% | $5,984+55.8% | $3,203+191.0% |
| Admin fee / account holder | $4,427 | $4,826-8.3% | $8,357-47.0% | $4,296+3.1% |