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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 | $93,132 | $108,825-14.4% | $156,181-40.4% | $82,448+13.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.49% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,754 | $2,870-4.0% | $4,294-35.9% | $2,551+8.0% |
| Participant deferral / active EE | $5,730 | $4,577+25.2% | $6,132-6.6% | $4,139+38.4% |
| Admin fee / account holder | $8,447 | $9,341-9.6% | $14,586-42.1% | $7,234+16.8% |