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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 | $104,877 | $95,453+9.9% | $112,040-6.4% | $82,448+27.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $5,619 | $2,318+142.4% | $2,954+90.2% | $2,551+120.3% |
| Participant deferral / active EE | $5,686 | $4,224+34.6% | $5,098+11.5% | $4,139+37.4% |
| Admin fee / account holder | $7,567 | $9,013-16.1% | $12,098-37.5% | $7,234+4.6% |