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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 | $91,029 | $84,236+8.1% | $170,435-46.6% | $70,126+29.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.69% | 23.06%-10.4pp | 205.94%-193.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,963 | $3,387+17.0% | $5,432-27.0% | $2,343+69.2% |
| Participant deferral / active EE | $3,977 | $3,086+28.9% | $4,939-19.5% | $3,332+19.4% |
| Admin fee / account holder | $1,172 | $5,698-79.4% | $13,881-91.6% | $4,645-74.8% |