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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 | $104,616 | $65,367+60.0% | $92,915+12.6% | $72,976+43.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.86% | 42.11%-19.2pp | 109.45%-86.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $2,844 | $2,594+9.6% | $3,653-22.2% | $2,440+16.6% |
| Participant deferral / active EE | $7,152 | $3,128+128.6% | $4,238+68.8% | $3,608+98.2% |
| Admin fee / account holder | $2,757 | $4,251-35.1% | $5,796-52.4% | $5,124-46.2% |