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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 | $108,250 | $107,421+0.8% | $182,262-40.6% | $94,015+15.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.08% | 21.32%-6.2pp | 140.60%-125.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $2,387 | $3,448-30.8% | $5,046-52.7% | $2,790-14.4% |
| Participant deferral / active EE | $8,070 | $6,558+23.1% | $8,276-2.5% | $4,249+89.9% |
| Admin fee / account holder | $9,954 | $8,692+14.5% | $16,712-40.4% | $8,951+11.2% |