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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 | $90,693 | $69,590+30.3% | $136,867-33.7% | $94,015-3.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 14.94% | 19.62%-4.7pp | 42.97%-28.0pp | 17.84%-2.9pp |
| Employer contribution / active EE | $3,705 | $2,396+54.6% | $3,547+4.5% | $2,790+32.8% |
| Participant deferral / active EE | $4,200 | $3,437+22.2% | $4,924-14.7% | $4,249-1.2% |
| Admin fee / account holder | $2,040 | $8,912-77.1% | $10,340-80.3% | $8,951-77.2% |