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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 | $99,661 | $96,956+2.8% | $69,779+42.8% | $273,972-63.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.39% | 12.93%-4.5pp | 12.99%-4.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $12,692 | $3,316+282.8% | $2,338+442.8% | $4,869+160.7% |
| Participant deferral / active EE | $6,364 | $3,744+70.0% | $2,931+117.2% | $5,287+20.4% |
| Admin fee / account holder | $1,405 | $7,934-82.3% | $4,381-67.9% | $10,133-86.1% |