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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 | $97,415 | $86,940+12.0% | $102,434-4.9% | $80,935+20.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.25% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $5,687 | $2,370+140.0% | $3,023+88.1% | $2,757+106.3% |
| Participant deferral / active EE | $5,938 | $4,121+44.1% | $5,055+17.5% | $4,299+38.1% |
| Admin fee / account holder | $3,453 | $8,047-57.1% | $9,462-63.5% | $6,924-50.1% |