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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 | $108,656 | $106,749+1.8% | $145,433-25.3% | $82,448+31.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.23% | 27.59%-8.4pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,336 | $3,444-32.2% | $4,554-48.7% | $2,551-8.4% |
| Participant deferral / active EE | $8,786 | $6,519+34.8% | $7,897+11.3% | $4,139+112.3% |
| Admin fee / account holder | $2,719 | $8,390-67.6% | $13,129-79.3% | $7,234-62.4% |