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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 | $103,438 | $101,763+1.6% | $164,866-37.3% | $80,874+27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.57% | 16.73%-5.2pp | 69.97%-58.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,782 | $2,954-39.7% | $4,343-59.0% | $2,756-35.3% |
| Participant deferral / active EE | $4,353 | $4,477-2.7% | $6,033-27.8% | $4,297+1.3% |
| Admin fee / account holder | $8,615 | $8,228+4.7% | $12,689-32.1% | $6,935+24.2% |