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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 | $97,550+7.5% | $120,344-12.9% | $87,485+19.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.49% | 18.41%-0.9pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $5,619 | $2,291+145.3% | $3,020+86.1% | $2,596+116.4% |
| Participant deferral / active EE | $5,686 | $4,230+34.4% | $5,135+10.7% | $4,274+33.1% |
| Admin fee / account holder | $7,567 | $9,543-20.7% | $12,742-40.6% | $7,775-2.7% |