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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 | $110,500 | $115,903-4.7% | $100,528+9.9% | $158,966-30.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.99% | 34.80%-26.8pp | 30.90%-22.9pp | 302.95%-295.0pp |
| Employer contribution / active EE | $2,151 | $4,105-47.6% | $3,419-37.1% | $4,762-54.8% |
| Participant deferral / active EE | $3,514 | $6,677-47.4% | $6,271-44.0% | $5,983-41.3% |
| Admin fee / account holder | $9,250 | $11,000-15.9% | $8,084+14.4% | $11,250-17.8% |