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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 | $89,070 | $67,411+32.1% | $91,004-2.1% | $70,126+27.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.76% | -40.16%+58.9pp | 4.60%+14.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,240 | $1,786+25.4% | $2,456-8.8% | $2,343-4.4% |
| Participant deferral / active EE | $4,613 | $2,823+63.4% | $3,548+30.0% | $3,332+38.5% |
| Admin fee / account holder | $1,515 | $4,236-64.2% | $5,417-72.0% | $4,645-67.4% |