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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 | $83,574 | $86,938-3.9% | $102,423-18.4% | $80,925+3.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.87% | 18.89%-4.0pp | 29.42%-14.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $5,171 | $2,369+118.3% | $3,023+71.1% | $2,756+87.6% |
| Participant deferral / active EE | $4,149 | $4,120+0.7% | $5,054-17.9% | $4,299-3.5% |
| Admin fee / account holder | $10,365 | $8,053+28.7% | $9,455+9.6% | $6,940+49.3% |