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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 | $106,779 | $101,795+4.9% | $165,100-35.3% | $80,959+31.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.65% | 16.73%-5.1pp | 70.21%-58.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $4,137 | $2,954+40.1% | $4,348-4.8% | $2,757+50.1% |
| Participant deferral / active EE | $5,588 | $4,476+24.8% | $6,035-7.4% | $4,300+29.9% |
| Admin fee / account holder | $8,608 | $8,221+4.7% | $12,696-32.2% | $6,925+24.3% |