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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 | $96,499 | $86,949+11.0% | $102,460-5.8% | $80,959+19.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.96% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,385 | $2,370+0.6% | $3,025-21.2% | $2,757-13.5% |
| Participant deferral / active EE | $2,908 | $4,121-29.4% | $5,056-42.5% | $4,300-32.4% |
| Admin fee / account holder | $10,103 | $8,048+25.5% | $9,460+6.8% | $6,925+45.9% |