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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 | $103,640 | $112,729-8.1% | $98,716+5.0% | $137,256-24.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.17% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $8,220 | $2,725+201.6% | $2,279+260.8% | $4,156+97.8% |
| Participant deferral / active EE | $5,790 | $4,640+24.8% | $4,048+43.0% | $6,407-9.6% |
| Admin fee / account holder | $1,437 | $10,129-85.8% | $8,703-83.5% | $12,270-88.3% |