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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 | $111,844 | $124,351-10.1% | $109,188+2.4% | $167,553-33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.53% | 26.04%-10.5pp | 25.76%-10.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $2,350 | $4,210-44.2% | $3,723-36.9% | $4,840-51.4% |
| Participant deferral / active EE | $7,690 | $5,257+46.3% | $4,654+65.2% | $6,343+21.2% |
| Admin fee / account holder | $1,863 | $7,975-76.6% | $6,755-72.4% | $12,316-84.9% |