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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 | $84,686 | $101,795-16.8% | $165,100-48.7% | $80,959+4.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.58% | 16.73%-5.1pp | 70.21%-58.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $5,923 | $2,954+100.5% | $4,348+36.2% | $2,757+114.8% |
| Participant deferral / active EE | $8,729 | $4,476+95.0% | $6,035+44.6% | $4,300+103.0% |
| Admin fee / account holder | $1,872 | $8,221-77.2% | $12,696-85.3% | $6,925-73.0% |