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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 | $94,166 | $90,486+4.1% | $78,676+19.7% | $273,972-65.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 23.89% | 75.62%-51.7pp | 62.19%-38.3pp | 41.46%-17.6pp |
| Employer contribution / active EE | $2,928 | $3,175-7.8% | $2,850+2.7% | $4,869-39.9% |
| Participant deferral / active EE | $2,693 | $3,901-31.0% | $3,517-23.4% | $5,287-49.1% |
| Admin fee / account holder | $782 | $5,263-85.1% | $4,510-82.7% | $10,133-92.3% |