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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 | $110,115 | $103,385+6.5% | $87,104+26.4% | $152,870-28.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.06% | 28.10%-3.0pp | 28.19%-3.1pp | 345.34%-320.3pp |
| Employer contribution / active EE | $2,160 | $3,220-32.9% | $2,521-14.3% | $4,763-54.6% |
| Participant deferral / active EE | $7,367 | $4,778+54.2% | $4,049+82.0% | $5,850+25.9% |
| Admin fee / account holder | $938 | $12,192-92.3% | $7,490-87.5% | $11,597-91.9% |