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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 | $108,353 | $106,749+1.5% | $145,433-25.5% | $82,448+31.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.91% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,639 | $3,444+5.7% | $4,554-20.1% | $2,551+42.7% |
| Participant deferral / active EE | $10,984 | $6,519+68.5% | $7,897+39.1% | $4,139+165.4% |
| Admin fee / account holder | $4,190 | $8,390-50.1% | $13,129-68.1% | $7,234-42.1% |