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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 | $99,293 | $88,672+12.0% | $105,223-5.6% | $82,448+20.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.11% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,299 | $3,048+8.2% | $3,689-10.6% | $2,551+29.3% |
| Participant deferral / active EE | $6,731 | $4,036+66.8% | $5,072+32.7% | $4,139+62.6% |
| Admin fee / account holder | $6,657 | $7,146-6.8% | $8,859-24.8% | $7,234-8.0% |