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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 | $109,678 | $97,550+12.4% | $120,344-8.9% | $87,485+25.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.14% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-9.9pp |
| Employer contribution / active EE | $3,265 | $2,291+42.5% | $3,020+8.1% | $2,596+25.8% |
| Participant deferral / active EE | $2,654 | $4,230-37.3% | $5,135-48.3% | $4,274-37.9% |
| Admin fee / account holder | $2,362 | $9,543-75.2% | $12,742-81.5% | $7,775-69.6% |