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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 | $103,792 | $106,864-2.9% | $147,318-29.5% | $82,637+25.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.31% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $6,748 | $3,417+97.5% | $4,593+46.9% | $2,552+164.4% |
| Participant deferral / active EE | $10,816 | $6,496+66.5% | $7,906+36.8% | $4,126+162.1% |
| Admin fee / account holder | $4,316 | $8,415-48.7% | $13,708-68.5% | $7,339-41.2% |