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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 | $95,916 | $94,031+2.0% | $115,768-17.1% | $82,448+16.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.47% | 20.61%-4.1pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,427 | $2,323+4.5% | $2,940-17.4% | $2,551-4.9% |
| Participant deferral / active EE | $4,768 | $3,972+20.1% | $4,917-3.0% | $4,139+15.2% |
| Admin fee / account holder | $3,137 | $10,249-69.4% | $12,439-74.8% | $7,234-56.6% |