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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 | $83,953 | $78,690+6.7% | $161,489-48.0% | $87,485-4.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.64% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,032 | $2,588+17.1% | $4,268-29.0% | $2,596+16.8% |
| Participant deferral / active EE | $8,105 | $3,311+144.8% | $5,630+44.0% | $4,274+89.6% |
| Admin fee / account holder | $7,173 | $6,724+6.7% | $16,006-55.2% | $7,775-7.7% |