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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 | $117,059 | $124,980-6.3% | $108,359+8.0% | $154,746-24.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.21% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,675 | $2,851-41.2% | $2,399-30.2% | $4,379-61.7% |
| Participant deferral / active EE | $13,995 | $4,743+195.1% | $4,137+238.3% | $6,730+107.9% |
| Admin fee / account holder | $988 | $11,502-91.4% | $9,741-89.9% | $14,365-93.1% |