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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 | $96,012 | $95,453+0.6% | $112,040-14.3% | $82,448+16.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 22.30% | 23.92%-1.6pp | 24.52%-2.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $6,390 | $2,318+175.7% | $2,954+116.3% | $2,551+150.5% |
| Participant deferral / active EE | $7,023 | $4,224+66.3% | $5,098+37.8% | $4,139+69.7% |
| Admin fee / account holder | $2,339 | $9,013-74.1% | $12,098-80.7% | $7,234-67.7% |