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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 | $103,849 | $115,917-10.4% | $100,535+3.3% | $158,982-34.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.85% | 34.80%-5.9pp | 30.90%-2.0pp | 302.99%-274.1pp |
| Employer contribution / active EE | $3,636 | $4,105-11.4% | $3,419+6.4% | $4,763-23.7% |
| Participant deferral / active EE | $6,798 | $6,677+1.8% | $6,271+8.4% | $5,983+13.6% |
| Admin fee / account holder | $631 | $11,002-94.3% | $8,085-92.2% | $11,252-94.4% |