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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 | $86,365 | $90,486-4.6% | $78,676+9.8% | $273,972-68.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.31% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,664 | $3,175-16.1% | $2,850-6.5% | $4,869-45.3% |
| Participant deferral / active EE | $8,462 | $3,901+116.9% | $3,517+140.6% | $5,287+60.0% |
| Admin fee / account holder | $18,795 | $5,263+257.1% | $4,510+316.7% | $10,133+85.5% |