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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 | $99,283 | $87,106+14.0% | $105,607-6.0% | $80,935+22.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.28% | 17.01%-2.7pp | 116.11%-101.8pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,628 | $2,396+9.7% | $3,167-17.0% | $2,757-4.7% |
| Participant deferral / active EE | $5,704 | $3,986+43.1% | $5,011+13.8% | $4,299+32.7% |
| Admin fee / account holder | $1,128 | $8,447-86.6% | $10,958-89.7% | $6,924-83.7% |