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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 | $113,916 | $86,940+31.0% | $102,434+11.2% | $80,935+40.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 21.08% | 18.89%+2.2pp | 29.46%-8.4pp | 35.66%-14.6pp |
| Employer contribution / active EE | $2,437 | $2,370+2.8% | $3,023-19.4% | $2,757-11.6% |
| Participant deferral / active EE | $6,242 | $4,121+51.5% | $5,055+23.5% | $4,299+45.2% |
| Admin fee / account holder | $6,068 | $8,047-24.6% | $9,462-35.9% | $6,924-12.4% |