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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 | $103,117 | $92,798+11.1% | $96,707+6.6% | $137,256-24.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.01% | 31.24%-15.2pp | 34.78%-18.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,662 | $4,147+36.5% | $4,191+35.1% | $4,156+36.2% |
| Participant deferral / active EE | $3,200 | $5,877-45.5% | $5,997-46.6% | $6,407-50.1% |
| Admin fee / account holder | $326 | $7,946-95.9% | $7,503-95.7% | $12,270-97.3% |