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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 | $90,762 | $86,940+4.4% | $102,434-11.4% | $80,935+12.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.77% | 18.89%-8.1pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,591 | $2,370+9.3% | $3,023-14.3% | $2,757-6.0% |
| Participant deferral / active EE | $5,214 | $4,121+26.5% | $5,055+3.1% | $4,299+21.3% |
| Admin fee / account holder | $1,187 | $8,047-85.2% | $9,462-87.4% | $6,924-82.9% |