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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 | $95,341 | $106,749-10.7% | $145,433-34.4% | $82,448+15.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.59% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,964 | $3,444+15.1% | $4,554-13.0% | $2,551+55.4% |
| Participant deferral / active EE | $7,725 | $6,519+18.5% | $7,897-2.2% | $4,139+86.6% |
| Admin fee / account holder | $4,429 | $8,390-47.2% | $13,129-66.3% | $7,234-38.8% |