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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 | $99,614 | $71,873+38.6% | $86,698+14.9% | $68,490+45.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.78% | 3.54%+4.2pp | 35.96%-28.2pp | -7.85%+15.6pp |
| Employer contribution / active EE | $3,610 | $2,173+66.1% | $2,837+27.3% | $2,597+39.0% |
| Participant deferral / active EE | $4,925 | $3,779+30.3% | $4,656+5.8% | $4,028+22.3% |
| Admin fee / account holder | $1,596 | $6,110-73.9% | $7,492-78.7% | $5,403-70.5% |