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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 | $110,905 | $81,504+36.1% | $102,437+8.3% | $80,959+37.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 21.00% | 25.60%-4.6pp | 24.95%-4.0pp | 35.67%-14.7pp |
| Employer contribution / active EE | $3,851 | $3,104+24.1% | $3,871-0.5% | $2,757+39.7% |
| Participant deferral / active EE | $7,278 | $3,871+88.0% | $5,060+43.8% | $4,300+69.2% |
| Admin fee / account holder | $6,090 | $6,719-9.4% | $8,388-27.4% | $6,925-12.1% |