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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 | $91,012 | $86,949+4.7% | $102,460-11.2% | $80,959+12.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.12% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,418 | $2,370+44.2% | $3,025+13.0% | $2,757+24.0% |
| Participant deferral / active EE | $3,959 | $4,121-3.9% | $5,056-21.7% | $4,300-7.9% |
| Admin fee / account holder | $7,269 | $8,048-9.7% | $9,460-23.2% | $6,925+5.0% |