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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 | $95,720 | $98,776-3.1% | $149,745-36.1% | $79,856+19.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.93% | 27.38%-12.4pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,241 | $3,217+0.7% | $4,646-30.2% | $2,471+31.2% |
| Participant deferral / active EE | $7,108 | $5,681+25.1% | $6,843+3.9% | $3,741+90.0% |
| Admin fee / account holder | $7,389 | $6,053+22.1% | $9,312-20.6% | $5,306+39.2% |