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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 | $87,229 | $64,920+34.4% | $103,693-15.9% | $86,983+0.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.24% | 30.29%-18.0pp | 47.61%-35.4pp | 25.83%-13.6pp |
| Employer contribution / active EE | $2,750 | $2,141+28.4% | $2,920-5.8% | $2,584+6.4% |
| Participant deferral / active EE | $7,220 | $3,241+122.8% | $4,579+57.7% | $4,194+72.2% |
| Admin fee / account holder | $8,986 | $6,191+45.1% | $7,858+14.4% | $7,856+14.4% |