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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 | $97,550+7.0% | $120,344-13.2% | $87,485+19.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.46% | 18.41%-2.0pp | 20.30%-3.8pp | 26.06%-9.6pp |
| Employer contribution / active EE | $4,530 | $2,291+97.8% | $3,020+50.0% | $2,596+74.5% |
| Participant deferral / active EE | $8,906 | $4,230+110.6% | $5,135+73.4% | $4,274+108.4% |
| Admin fee / account holder | $7,055 | $9,543-26.1% | $12,742-44.6% | $7,775-9.3% |