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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 | $101,685 | $93,589+8.7% | $135,942-25.2% | $75,181+35.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.09% | 30.90%-11.8pp | 68.28%-49.2pp | 160.69%-141.6pp |
| Employer contribution / active EE | $2,932 | $3,537-17.1% | $4,858-39.6% | $2,671+9.8% |
| Participant deferral / active EE | $7,528 | $6,405+17.5% | $7,759-3.0% | $4,126+82.5% |
| Admin fee / account holder | $3,994 | $6,977-42.8% | $10,764-62.9% | $5,650-29.3% |