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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 | $89,107 | $88,672+0.5% | $105,223-15.3% | $82,448+8.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.51% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,248 | $3,048+6.6% | $3,689-11.9% | $2,551+27.3% |
| Participant deferral / active EE | $4,500 | $4,036+11.5% | $5,072-11.3% | $4,139+8.7% |
| Admin fee / account holder | $3,517 | $7,146-50.8% | $8,859-60.3% | $7,234-51.4% |