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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 | $93,696 | $91,559+2.3% | $133,978-30.1% | $79,856+17.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.81% | 61.85%-47.0pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,221 | $2,384-48.8% | $3,919-68.8% | $2,471-50.6% |
| Participant deferral / active EE | $8,911 | $3,734+138.7% | $5,047+76.6% | $3,741+138.2% |
| Admin fee / account holder | $4,029 | $6,321-36.3% | $8,930-54.9% | $5,306-24.1% |