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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 | $117,787 | $115,903+1.6% | $100,528+17.2% | $158,966-25.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.06% | 34.80%-14.7pp | 30.90%-10.8pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,564 | $4,105-37.5% | $3,419-25.0% | $4,762-46.2% |
| Participant deferral / active EE | $3,680 | $6,677-44.9% | $6,271-41.3% | $5,983-38.5% |
| Admin fee / account holder | $646 | $11,000-94.1% | $8,084-92.0% | $11,250-94.3% |