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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 | $100,492 | $106,267-5.4% | $96,520+4.1% | $139,456-27.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.13% | 38.45%-22.3pp | 35.72%-19.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $3,926 | $4,105-4.4% | $3,739+5.0% | $4,753-17.4% |
| Participant deferral / active EE | $6,617 | $5,454+21.3% | $4,879+35.6% | $6,711-1.4% |
| Admin fee / account holder | $10,215 | $7,882+29.6% | $6,733+51.7% | $11,407-10.4% |