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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 | $102,845 | $118,467-13.2% | $98,450+4.5% | $139,456-26.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 18.95%-6.2pp | 21.16%-8.4pp | 373.45%-360.7pp |
| Employer contribution / active EE | $21,692 | $3,611+500.8% | $3,049+611.5% | $4,753+356.4% |
| Participant deferral / active EE | $8,907 | $5,393+65.1% | $4,739+88.0% | $6,711+32.7% |
| Admin fee / account holder | $4,845 | $14,057-65.5% | $8,961-45.9% | $11,407-57.5% |