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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 | $103,789 | $97,289+6.7% | $92,805+11.8% | $155,188-33.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.05% | 29.03%-18.0pp | 31.59%-20.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $4,372 | $3,632+20.4% | $3,424+27.7% | $4,248+2.9% |
| Participant deferral / active EE | $3,158 | $8,795-64.1% | $8,448-62.6% | $6,531-51.6% |
| Admin fee / account holder | $787 | $12,015-93.4% | $10,911-92.8% | $14,480-94.6% |