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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 | $100,973 | $87,834+15.0% | $133,975-24.6% | $62,881+60.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.94% | 12.05%-5.1pp | 29.29%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,504 | $3,482+58.1% | $5,211+5.6% | $2,281+141.3% |
| Participant deferral / active EE | $3,757 | $4,812-21.9% | $6,282-40.2% | $3,203+17.3% |
| Admin fee / account holder | $3,339 | $5,372-37.8% | $9,324-64.2% | $4,296-22.3% |