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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 | $116,447 | $124,980-6.8% | $108,359+7.5% | $154,746-24.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.07% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,691 | $2,851-5.6% | $2,399+12.1% | $4,379-38.6% |
| Participant deferral / active EE | $7,504 | $4,743+58.2% | $4,137+81.4% | $6,730+11.5% |
| Admin fee / account holder | $7,263 | $11,502-36.9% | $9,741-25.4% | $14,365-49.4% |