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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 | $84,116 | $81,504+3.2% | $102,437-17.9% | $80,959+3.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.20% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $3,285 | $3,104+5.9% | $3,871-15.1% | $2,757+19.2% |
| Participant deferral / active EE | $4,622 | $3,871+19.4% | $5,060-8.7% | $4,300+7.5% |
| Admin fee / account holder | $12,306 | $6,719+83.1% | $8,388+46.7% | $6,925+77.7% |