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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 | $95,611 | $101,950-6.2% | $125,529-23.8% | $86,983+9.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 11.79% | 18.29%-6.5pp | 202.56%-190.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $2,733 | $2,358+15.9% | $3,058-10.6% | $2,584+5.8% |
| Participant deferral / active EE | $6,059 | $3,862+56.9% | $4,813+25.9% | $4,194+44.5% |
| Admin fee / account holder | $2,944 | $12,791-77.0% | $16,298-81.9% | $7,856-62.5% |