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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 | $93,421 | $80,983+15.4% | $96,544-3.2% | $75,177+24.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.70% | 27.05%-12.3pp | 25.88%-11.2pp | 160.75%-146.0pp |
| Employer contribution / active EE | $903 | $2,282-60.5% | $2,966-69.6% | $2,671-66.2% |
| Participant deferral / active EE | $6,064 | $3,929+54.4% | $4,851+25.0% | $4,126+47.0% |
| Admin fee / account holder | $2,231 | $6,717-66.8% | $8,254-73.0% | $5,651-60.5% |