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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 | $98,371 | $117,846-16.5% | $102,434-4.0% | $145,884-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,023+53.4% | $4,662-0.5% |
| Participant deferral / active EE | $13,514 | $5,733+135.7% | $5,055+167.3% | $6,690+102.0% |
| Admin fee / account holder | $5,742 | $13,356-57.0% | $9,462-39.3% | $13,392-57.1% |