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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 | $94,200 | $88,707+6.2% | $74,184+27.0% | $273,972-65.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.30% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,728 | $3,159+18.0% | $2,370+57.3% | $4,869-23.4% |
| Participant deferral / active EE | $5,333 | $4,212+26.6% | $3,550+50.2% | $5,287+0.9% |
| Admin fee / account holder | $3,827 | $8,717-56.1% | $5,586-31.5% | $10,133-62.2% |