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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 | $106,584 | $123,793-13.9% | $177,827-40.1% | $79,858+33.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.27% | 22.82%-7.6pp | 48.32%-33.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,577 | $4,095-37.1% | $5,918-56.5% | $2,471+4.3% |
| Participant deferral / active EE | $5,872 | $5,956-1.4% | $7,713-23.9% | $3,740+57.0% |
| Admin fee / account holder | $7,722 | $7,243+6.6% | $12,429-37.9% | $5,306+45.5% |