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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 | $102,164 | $88,672+15.2% | $105,223-2.9% | $82,448+23.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $919 | $3,048-69.8% | $3,689-75.1% | $2,551-64.0% |
| Participant deferral / active EE | $4,794 | $4,036+18.8% | $5,072-5.5% | $4,139+15.8% |
| Admin fee / account holder | $2,753 | $7,146-61.5% | $8,859-68.9% | $7,234-61.9% |