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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 | $89,486 | $87,132+2.7% | $105,624-15.3% | $80,959+10.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.49% | 17.03%-4.5pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $6,821 | $2,397+184.6% | $3,168+115.3% | $2,757+147.4% |
| Participant deferral / active EE | $7,498 | $3,985+88.1% | $5,013+49.6% | $4,300+74.4% |
| Admin fee / account holder | $3,146 | $8,449-62.8% | $10,961-71.3% | $6,925-54.6% |