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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 | $99,417 | $110,240-9.8% | $96,544+3.0% | $139,487-28.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.80% | 26.41%+3.4pp | 25.88%+3.9pp | 373.84%-344.0pp |
| Employer contribution / active EE | $2,674 | $3,622-26.2% | $2,966-9.8% | $4,755-43.8% |
| Participant deferral / active EE | $21,240 | $5,549+282.8% | $4,851+337.8% | $6,713+216.4% |
| Admin fee / account holder | $2,503 | $11,602-78.4% | $8,254-69.7% | $11,407-78.1% |