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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 | $86,919+14.8% | $102,457-2.6% | $80,911+23.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.68% | 18.90%-8.2pp | 29.41%-18.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,324 | $2,368-44.1% | $3,022-56.2% | $2,756-52.0% |
| Participant deferral / active EE | $2,319 | $4,119-43.7% | $5,054-54.1% | $4,297-46.0% |
| Admin fee / account holder | $13,563 | $8,049+68.5% | $9,451+43.5% | $6,935+95.6% |