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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 | $99,339 | $81,358+22.1% | $155,556-36.1% | $80,959+22.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.53% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,699 | $3,106-13.1% | $4,675-42.3% | $2,757-2.1% |
| Participant deferral / active EE | $7,681 | $3,455+122.3% | $5,631+36.4% | $4,300+78.6% |
| Admin fee / account holder | $2,049 | $7,994-74.4% | $15,885-87.1% | $6,925-70.4% |