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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 | $88,729 | $88,672+0.1% | $105,223-15.7% | $82,448+7.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.97% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $5,593 | $3,048+83.5% | $3,689+51.6% | $2,551+119.2% |
| Participant deferral / active EE | $7,852 | $4,036+94.5% | $5,072+54.8% | $4,139+89.7% |
| Admin fee / account holder | $1,731 | $7,146-75.8% | $8,859-80.5% | $7,234-76.1% |