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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 | $103,169 | $99,875+3.3% | $146,866-29.8% | $86,983+18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.53% | 28.10%-11.6pp | 102.85%-86.3pp | 25.83%-9.3pp |
| Employer contribution / active EE | $3,679 | $3,224+14.1% | $4,425-16.9% | $2,584+42.4% |
| Participant deferral / active EE | $4,777 | $6,322-24.4% | $7,759-38.4% | $4,194+13.9% |
| Admin fee / account holder | $732 | $7,838-90.7% | $13,620-94.6% | $7,856-90.7% |