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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 | $104,407 | $95,453+9.4% | $112,040-6.8% | $82,448+26.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.46% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,530 | $2,318+95.5% | $2,954+53.4% | $2,551+77.6% |
| Participant deferral / active EE | $8,906 | $4,224+110.9% | $5,098+74.7% | $4,139+115.2% |
| Admin fee / account holder | $7,055 | $9,013-21.7% | $12,098-41.7% | $7,234-2.5% |