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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 | $80,610 | $78,428+2.8% | $95,960-16.0% | $79,852+0.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.70% | 19.37%+0.3pp | 91.63%-71.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $5,903 | $1,945+203.5% | $2,541+132.3% | $2,471+138.9% |
| Participant deferral / active EE | $3,353 | $3,440-2.5% | $4,167-19.5% | $3,740-10.3% |
| Admin fee / account holder | $851 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |