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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 | $88,732 | $78,428+13.1% | $95,960-7.5% | $79,852+11.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.64% | 19.37%+0.3pp | 91.63%-72.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $4,089 | $1,945+110.2% | $2,541+60.9% | $2,471+65.5% |
| Participant deferral / active EE | $3,541 | $3,440+2.9% | $4,167-15.0% | $3,740-5.3% |
| Admin fee / account holder | $642 | $5,622-88.6% | $6,797-90.6% | $5,306-87.9% |