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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 | $106,139 | $90,486+17.3% | $78,676+34.9% | $273,972-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.17% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,579 | $3,175-18.8% | $2,850-9.5% | $4,869-47.0% |
| Participant deferral / active EE | $12,583 | $3,901+222.5% | $3,517+257.8% | $5,287+138.0% |
| Admin fee / account holder | $1,441 | $5,263-72.6% | $4,510-68.1% | $10,133-85.8% |