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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 | $86,878 | $81,331+6.8% | $155,534-44.1% | $80,935+7.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.02% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $4,727 | $3,105+52.2% | $4,675+1.1% | $2,757+71.5% |
| Participant deferral / active EE | $3,985 | $3,454+15.4% | $5,630-29.2% | $4,299-7.3% |
| Admin fee / account holder | $713 | $7,999-91.1% | $15,900-95.5% | $6,924-89.7% |