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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 | $80,564 | $75,541+6.6% | $152,093-47.0% | $82,637-2.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.83% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $4,415 | $2,622+68.4% | $4,175+5.8% | $2,552+73.0% |
| Participant deferral / active EE | $6,345 | $3,206+97.9% | $5,451+16.4% | $4,126+53.8% |
| Admin fee / account holder | $1,834 | $6,405-71.4% | $14,497-87.4% | $7,339-75.0% |