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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 | $102,360 | $103,966-1.5% | $112,899-9.3% | $75,181+36.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 15.72% | 24.54%-8.8pp | 34.11%-18.4pp | 160.69%-145.0pp |
| Employer contribution / active EE | $3,812 | $3,870-1.5% | $4,566-16.5% | $2,671+42.8% |
| Participant deferral / active EE | $10,859 | $5,456+99.0% | $6,516+66.7% | $4,126+163.2% |
| Admin fee / account holder | $5,154 | $7,663-32.7% | $7,047-26.9% | $5,650-8.8% |