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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 | $82,915 | $86,922-4.6% | $102,438-19.1% | $80,874+2.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.12% | 18.90%-7.8pp | 29.37%-18.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $3,267 | $2,369+37.9% | $3,024+8.1% | $2,756+18.6% |
| Participant deferral / active EE | $4,489 | $4,119+9.0% | $5,054-11.2% | $4,297+4.5% |
| Admin fee / account holder | $22,287 | $8,050+176.9% | $9,448+135.9% | $6,935+221.4% |