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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 | $99,756 | $86,940+14.7% | $102,434-2.6% | $80,935+23.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,324 | $2,370-44.1% | $3,023-56.2% | $2,757-52.0% |
| Participant deferral / active EE | $2,319 | $4,121-43.7% | $5,055-54.1% | $4,299-46.1% |
| Admin fee / account holder | $13,563 | $8,047+68.5% | $9,462+43.3% | $6,924+95.9% |