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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 | $93,302 | $103,392-9.8% | $87,104+7.1% | $152,897-39.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.46% | 28.10%-16.6pp | 28.19%-16.7pp | 345.43%-334.0pp |
| Employer contribution / active EE | $7,311 | $3,221+127.0% | $2,521+189.9% | $4,764+53.5% |
| Participant deferral / active EE | $5,238 | $4,778+9.6% | $4,048+29.4% | $5,851-10.5% |
| Admin fee / account holder | $3,479 | $12,194-71.5% | $7,491-53.6% | $11,599-70.0% |