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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 | $103,202 | $86,940+18.7% | $102,434+0.7% | $80,935+27.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.14% | 18.89%-4.7pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $4,221 | $2,370+78.1% | $3,023+39.6% | $2,757+53.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,955 | $8,047-1.1% | $9,462-15.9% | $6,924+14.9% |