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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 | $95,680 | $87,834+8.9% | $133,975-28.6% | $62,881+52.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.45% | 12.05%-3.6pp | 29.29%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,411 | $3,482-2.1% | $5,211-34.5% | $2,281+49.5% |
| Participant deferral / active EE | $3,108 | $4,812-35.4% | $6,282-50.5% | $3,203-3.0% |
| Admin fee / account holder | $2,948 | $5,372-45.1% | $9,324-68.4% | $4,296-31.4% |