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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 | $100,068 | $85,024+17.7% | $70,544+41.9% | $139,466-28.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.23% | 30.39%-10.2pp | 32.79%-12.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $4,117 | $3,912+5.2% | $2,976+38.3% | $4,754-13.4% |
| Participant deferral / active EE | $6,571 | $5,891+11.5% | $4,568+43.8% | $6,712-2.1% |
| Admin fee / account holder | $1,319 | $8,928-85.2% | $6,427-79.5% | $11,409-88.4% |