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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 | $94,644 | $73,787+28.3% | $98,716-4.1% | $82,448+14.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.95% | 18.57%-1.6pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,339 | $1,511+451.8% | $2,279+266.0% | $2,551+226.9% |
| Participant deferral / active EE | $3,997 | $3,081+29.7% | $4,048-1.3% | $4,139-3.4% |
| Admin fee / account holder | $3,496 | $6,500-46.2% | $8,703-59.8% | $7,234-51.7% |