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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 | $84,916 | $91,559-7.3% | $133,959-36.6% | $79,858+6.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.03% | 61.85%-46.8pp | 45.09%-30.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $4,152 | $2,384+74.2% | $3,919+5.9% | $2,471+68.0% |
| Participant deferral / active EE | $3,531 | $3,734-5.4% | $5,047-30.0% | $3,740-5.6% |
| Admin fee / account holder | $1,058 | $6,321-83.3% | $8,928-88.2% | $5,306-80.1% |