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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 | $105,075 | $117,859-10.8% | $102,438+2.6% | $145,959-28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 31.72%-21.3pp | 29.37%-18.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,607 | $3,615-27.9% | $3,024-13.8% | $4,661-44.1% |
| Participant deferral / active EE | $4,294 | $5,732-25.1% | $5,054-15.0% | $6,689-35.8% |
| Admin fee / account holder | $11,775 | $13,318-11.6% | $9,448+24.6% | $13,398-12.1% |