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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 | $89,052 | $78,423+13.6% | $95,964-7.2% | $79,856+11.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.67% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,895 | $1,945-2.6% | $2,541-25.4% | $2,471-23.3% |
| Participant deferral / active EE | $4,598 | $3,440+33.6% | $4,167+10.3% | $3,741+22.9% |
| Admin fee / account holder | $9,820 | $5,622+74.7% | $6,797+44.5% | $5,306+85.1% |