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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 | $110,161 | $87,544+25.8% | $75,784+45.4% | $125,388-12.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.77% | 13.49%-9.7pp | 9.68%-5.9pp | 282.24%-278.5pp |
| Employer contribution / active EE | $5,382 | $3,930+37.0% | $3,323+62.0% | $4,866+10.6% |
| Participant deferral / active EE | $5,700 | $4,229+34.8% | $3,652+56.1% | $5,352+6.5% |
| Admin fee / account holder | $6,107 | $6,502-6.1% | $5,300+15.2% | $9,541-36.0% |