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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 | $93,400 | $93,589-0.2% | $135,942-31.3% | $75,181+24.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.26% | 30.90%-15.6pp | 68.28%-53.0pp | 160.69%-145.4pp |
| Employer contribution / active EE | $2,706 | $3,537-23.5% | $4,858-44.3% | $2,671+1.3% |
| Participant deferral / active EE | $9,651 | $6,405+50.7% | $7,759+24.4% | $4,126+133.9% |
| Admin fee / account holder | $12,999 | $6,977+86.3% | $10,764+20.8% | $5,650+130.1% |