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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 | $102,938 | $91,559+12.4% | $133,978-23.2% | $79,856+28.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.88% | 61.85%-48.0pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,389 | $2,384+0.2% | $3,919-39.0% | $2,471-3.3% |
| Participant deferral / active EE | $6,974 | $3,734+86.8% | $5,047+38.2% | $3,741+86.5% |
| Admin fee / account holder | $1,537 | $6,321-75.7% | $8,930-82.8% | $5,306-71.0% |