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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 | $94,676 | $89,259+6.1% | $107,187-11.7% | $82,637+14.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.01% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $4,880 | $3,080+58.4% | $3,782+29.0% | $2,552+91.2% |
| Participant deferral / active EE | $9,268 | $4,037+129.5% | $5,096+81.9% | $4,126+124.6% |
| Admin fee / account holder | $7,670 | $7,381+3.9% | $9,162-16.3% | $7,339+4.5% |