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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 | $89,120 | $81,504+9.3% | $102,437-13.0% | $80,959+10.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.04% | 25.60%-8.6pp | 24.95%-7.9pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,449 | $3,104-53.3% | $3,871-62.6% | $2,757-47.5% |
| Participant deferral / active EE | $5,100 | $3,871+31.7% | $5,060+0.8% | $4,300+18.6% |
| Admin fee / account holder | $8,472 | $6,719+26.1% | $8,388+1.0% | $6,925+22.3% |