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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 | $101,028 | $106,280-4.9% | $96,538+4.7% | $139,487-27.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 38.48%-24.1pp | 35.74%-21.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,520 | $4,107-38.7% | $3,740-32.6% | $4,755-47.0% |
| Participant deferral / active EE | $4,569 | $5,457-16.3% | $4,880-6.4% | $6,713-31.9% |
| Admin fee / account holder | $1,403 | $7,888-82.2% | $6,737-79.2% | $11,407-87.7% |