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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 | $87,797 | $78,197+12.3% | $98,090-10.5% | $82,637+6.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 18.03% | 40.25%-22.2pp | 37.05%-19.0pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,559 | $2,605-1.7% | $3,606-29.0% | $2,552+0.3% |
| Participant deferral / active EE | $5,485 | $6,636-17.4% | $7,845-30.1% | $4,126+32.9% |
| Admin fee / account holder | $8,417 | $14,832-43.3% | $11,815-28.8% | $7,339+14.7% |