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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 | $103,393+6.5% | $87,103+26.4% | $152,909-28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.06% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $2,160 | $3,221-32.9% | $2,521-14.3% | $4,764-54.7% |
| Participant deferral / active EE | $7,367 | $4,778+54.2% | $4,049+82.0% | $5,851+25.9% |
| Admin fee / account holder | $938 | $12,195-92.3% | $7,491-87.5% | $11,601-91.9% |