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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 | $92,948 | $86,938+6.9% | $102,423-9.3% | $80,925+14.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.83% | 18.89%-4.1pp | 29.42%-14.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,530 | $2,369+6.8% | $3,023-16.3% | $2,756-8.2% |
| Participant deferral / active EE | $6,985 | $4,120+69.5% | $5,054+38.2% | $4,299+62.5% |
| Admin fee / account holder | $9,840 | $8,053+22.2% | $9,455+4.1% | $6,940+41.8% |