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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 | $113,446 | $77,472+46.4% | $100,392+13.0% | $80,935+40.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.37% | 37.26%-22.9pp | 49.45%-35.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,073 | $2,800+9.7% | $3,941-22.0% | $2,757+11.5% |
| Participant deferral / active EE | $6,722 | $6,818-1.4% | $8,090-16.9% | $4,299+56.4% |
| Admin fee / account holder | $3,537 | $5,885-39.9% | $7,904-55.3% | $6,924-48.9% |