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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 | $103,268 | $80,983+27.5% | $96,544+7.0% | $75,177+37.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.65% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,288 | $2,282+0.2% | $2,966-22.9% | $2,671-14.3% |
| Participant deferral / active EE | $3,883 | $3,929-1.2% | $4,851-20.0% | $4,126-5.9% |
| Admin fee / account holder | $5,880 | $6,717-12.5% | $8,254-28.8% | $5,651+4.1% |