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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 | $90,727 | $78,707+15.3% | $117,861-23.0% | $70,126+29.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.60% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,645 | $2,223-26.0% | $3,786-56.6% | $2,343-29.8% |
| Participant deferral / active EE | $4,909 | $3,297+48.9% | $4,482+9.5% | $3,332+47.3% |
| Admin fee / account holder | $3,556 | $5,066-29.8% | $8,021-55.7% | $4,645-23.4% |