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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 | $95,206 | $81,476+16.9% | $102,383-7.0% | $80,925+17.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.23% | 25.59%-10.4pp | 24.94%-9.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $3,498 | $3,105+12.7% | $3,870-9.6% | $2,756+26.9% |
| Participant deferral / active EE | $5,556 | $3,871+43.5% | $5,060+9.8% | $4,299+29.3% |
| Admin fee / account holder | $1,138 | $6,717-83.1% | $8,391-86.4% | $6,940-83.6% |