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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 | $103,979 | $99,875+4.1% | $146,866-29.2% | $86,983+19.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.38% | 28.10%-9.7pp | 102.85%-84.5pp | 25.83%-7.4pp |
| Employer contribution / active EE | $3,652 | $3,224+13.3% | $4,425-17.5% | $2,584+41.3% |
| Participant deferral / active EE | $6,863 | $6,322+8.5% | $7,759-11.6% | $4,194+63.6% |
| Admin fee / account holder | $1,546 | $7,838-80.3% | $13,620-88.6% | $7,856-80.3% |