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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 | $87,060+2.8% | $105,591-15.3% | $80,911+10.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.49% | 17.05%-4.6pp | 116.43%-103.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $6,821 | $2,396+184.7% | $3,166+115.4% | $2,756+147.5% |
| Participant deferral / active EE | $7,498 | $3,986+88.1% | $5,008+49.7% | $4,297+74.5% |
| Admin fee / account holder | $3,146 | $8,442-62.7% | $11,024-71.5% | $6,935-54.6% |