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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 | $88,766 | $84,236+5.4% | $170,435-47.9% | $70,126+26.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.46% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $5,864 | $3,387+73.1% | $5,432+8.0% | $2,343+150.3% |
| Participant deferral / active EE | $3,550 | $3,086+15.0% | $4,939-28.1% | $3,332+6.6% |
| Admin fee / account holder | $1,720 | $5,698-69.8% | $13,881-87.6% | $4,645-63.0% |