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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 | $97,821 | $86,940+12.5% | $102,434-4.5% | $80,935+20.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.53% | 18.89%+1.6pp | 29.46%-8.9pp | 35.66%-15.1pp |
| Employer contribution / active EE | $1,331 | $2,370-43.8% | $3,023-56.0% | $2,757-51.7% |
| Participant deferral / active EE | $4,009 | $4,121-2.7% | $5,055-20.7% | $4,299-6.8% |
| Admin fee / account holder | $9,923 | $8,047+23.3% | $9,462+4.9% | $6,924+43.3% |