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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 | $103,001 | $92,798+11.0% | $96,707+6.5% | $137,256-25.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 20.34% | 31.24%-10.9pp | 34.78%-14.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,451 | $4,147-40.9% | $4,191-41.5% | $4,156-41.0% |
| Participant deferral / active EE | $3,060 | $5,877-47.9% | $5,997-49.0% | $6,407-52.2% |
| Admin fee / account holder | $335 | $7,946-95.8% | $7,503-95.5% | $12,270-97.3% |