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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 | $100,759 | $110,137-8.5% | $161,149-37.5% | $82,637+21.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.22% | 20.69%-5.5pp | 21.16%-5.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $3,353 | $2,856+17.4% | $4,360-23.1% | $2,552+31.4% |
| Participant deferral / active EE | $5,967 | $4,575+30.4% | $6,153-3.0% | $4,126+44.6% |
| Admin fee / account holder | $689 | $9,467-92.7% | $15,194-95.5% | $7,339-90.6% |