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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 | $86,949+25.7% | $102,460+6.7% | $80,959+35.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.25% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,576 | $2,370+8.7% | $3,025-14.8% | $2,757-6.6% |
| Participant deferral / active EE | $7,311 | $4,121+77.4% | $5,056+44.6% | $4,300+70.0% |
| Admin fee / account holder | $3,699 | $8,048-54.0% | $9,460-60.9% | $6,925-46.6% |