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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 | $94,101 | $90,486+4.0% | $78,676+19.6% | $273,972-65.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,586 | $3,175-18.6% | $2,850-9.3% | $4,869-46.9% |
| Participant deferral / active EE | $5,090 | $3,901+30.5% | $3,517+44.7% | $5,287-3.7% |
| Admin fee / account holder | $1,926 | $5,263-63.4% | $4,510-57.3% | $10,133-81.0% |