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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 | $105,622 | $78,682+34.2% | $109,188-3.3% | $85,851+23.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.96% | 25.09%-11.1pp | 25.76%-11.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,402 | $2,734-12.1% | $3,723-35.5% | $2,565-6.4% |
| Participant deferral / active EE | $7,364 | $3,468+112.4% | $4,654+58.2% | $3,952+86.3% |
| Admin fee / account holder | $1,286 | $5,470-76.5% | $6,755-81.0% | $6,261-79.5% |