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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 | $93,614 | $87,166+7.4% | $76,735+22.0% | $137,256-31.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.20% | 26.50%-7.3pp | 29.77%-10.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $13,334 | $2,904+359.1% | $2,454+443.3% | $4,156+220.8% |
| Participant deferral / active EE | $6,513 | $4,726+37.8% | $4,088+59.3% | $6,407+1.7% |
| Admin fee / account holder | $696 | $8,403-91.7% | $7,189-90.3% | $12,270-94.3% |