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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 | $100,454 | $78,015+28.8% | $178,505-43.7% | $80,959+24.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.56% | 18.10%-2.5pp | 27.16%-11.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,081 | $2,281+35.1% | $3,955-22.1% | $2,757+11.8% |
| Participant deferral / active EE | $9,650 | $4,406+119.0% | $6,280+53.7% | $4,300+124.4% |
| Admin fee / account holder | $12,887 | $7,160+80.0% | $10,428+23.6% | $6,925+86.1% |