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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 | $110,635 | $109,359+1.2% | $162,177-31.8% | $72,975+51.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.29% | 25.46%-5.2pp | 115.60%-95.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $2,422 | $3,907-38.0% | $5,613-56.8% | $2,440-0.7% |
| Participant deferral / active EE | $4,965 | $5,481-9.4% | $7,297-32.0% | $3,608+37.6% |
| Admin fee / account holder | $5,095 | $7,972-36.1% | $10,843-53.0% | $5,124-0.6% |