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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 | $81,208 | $79,955+1.6% | $98,461-17.5% | $75,173+8.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.70% | 19.75%-2.0pp | 21.17%-3.5pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,122 | $2,264+37.9% | $3,049+2.4% | $2,671+16.9% |
| Participant deferral / active EE | $5,171 | $3,752+37.8% | $4,738+9.1% | $4,126+25.3% |
| Admin fee / account holder | $5,518 | $6,841-19.3% | $8,961-38.4% | $5,651-2.4% |