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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 | $104,098+0.3% | $140,514-25.7% | $94,015+11.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 16.46% | 15.14%+1.3pp | 14.36%+2.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $4,530 | $2,388+89.7% | $3,378+34.1% | $2,790+62.4% |
| Participant deferral / active EE | $8,906 | $4,033+120.8% | $4,919+81.1% | $4,249+109.6% |
| Admin fee / account holder | $7,055 | $10,439-32.4% | $13,697-48.5% | $8,951-21.2% |