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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 | $84,677 | $57,073+48.4% | $85,126-0.5% | $80,925+4.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.46% | 21.69%-8.2pp | 66.63%-53.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $5,318 | $1,801+195.3% | $2,731+94.7% | $2,756+92.9% |
| Participant deferral / active EE | $9,348 | $3,113+200.3% | $4,523+106.7% | $4,299+117.5% |
| Admin fee / account holder | $7,565 | $4,988+51.7% | $6,160+22.8% | $6,940+9.0% |