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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 | $78,013+28.8% | $178,449-43.7% | $80,911+24.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.56% | 18.07%-2.5pp | 27.09%-11.5pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,081 | $2,287+34.7% | $3,951-22.0% | $2,756+11.8% |
| Participant deferral / active EE | $9,650 | $4,408+118.9% | $6,277+53.7% | $4,297+124.6% |
| Admin fee / account holder | $12,887 | $7,166+79.8% | $10,362+24.4% | $6,935+85.8% |