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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 | $104,542 | $81,504+28.3% | $102,437+2.1% | $80,959+29.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.64% | 25.60%-11.0pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,920 | $3,104-5.9% | $3,871-24.6% | $2,757+5.9% |
| Participant deferral / active EE | $10,023 | $3,871+158.9% | $5,060+98.1% | $4,300+133.1% |
| Admin fee / account holder | $788 | $6,719-88.3% | $8,388-90.6% | $6,925-88.6% |