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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 | $85,794 | $103,966-17.5% | $112,899-24.0% | $75,173+14.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.87% | 24.54%-5.7pp | 34.11%-15.2pp | 160.72%-141.9pp |
| Employer contribution / active EE | $5,264 | $3,870+36.0% | $4,566+15.3% | $2,671+97.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,108 | $7,663-59.4% | $7,047-55.9% | $5,651-45.0% |