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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 | $89,636 | $86,922+3.1% | $102,438-12.5% | $80,874+10.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.02% | 18.90%-7.9pp | 29.37%-18.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $10,469 | $2,369+341.8% | $3,024+246.2% | $2,756+279.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,369 | $8,050-45.7% | $9,448-53.8% | $6,935-37.0% |