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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 | $102,938 | $117,904-12.7% | $102,457+0.5% | $145,978-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 31.80%-17.0pp | 29.41%-14.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,299 | $3,613-36.4% | $3,022-23.9% | $4,662-50.7% |
| Participant deferral / active EE | $6,081 | $5,733+6.1% | $5,054+20.3% | $6,690-9.1% |
| Admin fee / account holder | $958 | $13,329-92.8% | $9,451-89.9% | $13,400-92.9% |