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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 | $89,531 | $95,453-6.2% | $112,040-20.1% | $82,448+8.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.26% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,787 | $2,318+63.4% | $2,954+28.2% | $2,551+48.5% |
| Participant deferral / active EE | $5,034 | $4,224+19.2% | $5,098-1.3% | $4,139+21.6% |
| Admin fee / account holder | $6,463 | $9,013-28.3% | $12,098-46.6% | $7,234-10.7% |