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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 | $109,289 | $86,922+25.7% | $102,438+6.7% | $80,874+35.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.25% | 18.90%-3.7pp | 29.37%-14.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,576 | $2,369+8.7% | $3,024-14.8% | $2,756-6.5% |
| Participant deferral / active EE | $7,311 | $4,119+77.5% | $5,054+44.7% | $4,297+70.1% |
| Admin fee / account holder | $3,699 | $8,050-54.0% | $9,448-60.8% | $6,935-46.7% |