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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 | $93,876 | $86,940+8.0% | $102,434-8.4% | $80,935+16.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.46%-13.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $4,569 | $2,370+92.8% | $3,023+51.1% | $2,757+65.7% |
| Participant deferral / active EE | $5,203 | $4,121+26.3% | $5,055+2.9% | $4,299+21.0% |
| Admin fee / account holder | $5,495 | $8,047-31.7% | $9,462-41.9% | $6,924-20.6% |