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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 | $100,436 | $111,535-10.0% | $105,223-4.5% | $137,256-26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.55% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,114 | $3,939+29.8% | $3,689+38.7% | $4,156+23.1% |
| Participant deferral / active EE | $1,705 | $5,500-69.0% | $5,072-66.4% | $6,407-73.4% |
| Admin fee / account holder | $832 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |