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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 | $107,110 | $91,559+17.0% | $133,971-20.0% | $79,852+34.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.03% | 61.85%-42.8pp | 45.09%-26.1pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,732 | $2,384+14.6% | $3,919-30.3% | $2,471+10.6% |
| Participant deferral / active EE | $6,403 | $3,734+71.5% | $5,047+26.9% | $3,740+71.2% |
| Admin fee / account holder | $1,200 | $6,321-81.0% | $8,929-86.6% | $5,306-77.4% |