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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 | $87,793 | $77,638+13.1% | $156,551-43.9% | $62,881+39.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.83% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,413 | $3,444-59.0% | $5,501-74.3% | $2,281-38.0% |
| Participant deferral / active EE | $4,745 | $3,046+55.8% | $4,871-2.6% | $3,203+48.1% |
| Admin fee / account holder | $360 | $5,561-93.5% | $13,028-97.2% | $4,296-91.6% |