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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 | $97,597 | $98,760-1.2% | $149,715-34.8% | $79,858+22.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.59% | 27.43%-6.8pp | 276.66%-256.1pp | 31.72%-11.1pp |
| Employer contribution / active EE | $3,580 | $3,217+11.3% | $4,645-22.9% | $2,471+44.9% |
| Participant deferral / active EE | $7,502 | $5,681+32.1% | $6,842+9.6% | $3,740+100.6% |
| Admin fee / account holder | $4,468 | $6,053-26.2% | $9,310-52.0% | $5,306-15.8% |