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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 | $94,250 | $78,423+20.2% | $95,964-1.8% | $79,856+18.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.48% | 19.37%-4.9pp | 91.64%-77.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,980 | $1,945+53.2% | $2,541+17.3% | $2,471+20.6% |
| Participant deferral / active EE | $3,850 | $3,440+11.9% | $4,167-7.6% | $3,741+2.9% |
| Admin fee / account holder | $4,253 | $5,622-24.3% | $6,797-37.4% | $5,306-19.8% |