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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 | $110,230 | $116,167-5.1% | $64,489+70.9% | $137,256-19.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 14.81% | 36.55%-21.7pp | 55.03%-40.2pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,613 | $2,483+5.3% | $1,523+71.6% | $4,156-37.1% |
| Participant deferral / active EE | $7,800 | $4,215+85.1% | $2,778+180.8% | $6,407+21.7% |
| Admin fee / account holder | $887 | $6,188-85.7% | $4,260-79.2% | $12,270-92.8% |