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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 | $107,277 | $110,303-2.7% | $95,759+12.0% | $139,487-23.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.96% | 27.19%-12.2pp | 28.42%-13.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $4,698 | $3,261+44.1% | $2,836+65.6% | $4,755-1.2% |
| Participant deferral / active EE | $3,347 | $4,674-28.4% | $4,244-21.1% | $6,713-50.1% |
| Admin fee / account holder | $5,284 | $6,615-20.1% | $5,678-6.9% | $11,407-53.7% |