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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 | $96,960 | $93,598+3.6% | $135,974-28.7% | $75,173+29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.40% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $8,709 | $3,538+146.2% | $4,859+79.2% | $2,671+226.0% |
| Participant deferral / active EE | $7,779 | $6,405+21.4% | $7,760+0.2% | $4,126+88.5% |
| Admin fee / account holder | $6,870 | $6,978-1.5% | $10,767-36.2% | $5,651+21.6% |