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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 | $91,755 | $107,666-14.8% | $102,184-10.2% | $154,746-40.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.36% | 29.33%-14.0pp | 31.58%-16.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,162 | $3,846-17.8% | $3,594-12.0% | $4,379-27.8% |
| Participant deferral / active EE | $7,297 | $8,719-16.3% | $8,309-12.2% | $6,730+8.4% |
| Admin fee / account holder | $340 | $12,943-97.4% | $11,609-97.1% | $14,365-97.6% |