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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 | $91,168 | $89,367+2.0% | $141,191-35.4% | $72,975+24.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.36% | 111.87%-90.5pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,768 | $3,115-11.1% | $4,736-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $6,667 | $5,419+23.0% | $6,710-0.6% | $3,608+84.8% |
| Admin fee / account holder | $7,542 | $5,957+26.6% | $10,264-26.5% | $5,124+47.2% |