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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 | $88,382 | $87,132+1.4% | $105,624-16.3% | $80,959+9.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 10.97% | 17.03%-6.1pp | 116.20%-105.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $7,119 | $2,397+197.0% | $3,168+124.7% | $2,757+158.2% |
| Participant deferral / active EE | $6,429 | $3,985+61.3% | $5,013+28.3% | $4,300+49.5% |
| Admin fee / account holder | $4,496 | $8,449-46.8% | $10,961-59.0% | $6,925-35.1% |