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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 | $100,560 | $146,267-31.2% | $197,124-49.0% | $82,448+22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 26.95% | 29.61%-2.7pp | 44.34%-17.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $4,683 | $4,723-0.9% | $6,227-24.8% | $2,551+83.6% |
| Participant deferral / active EE | $10,109 | $7,035+43.7% | $9,135+10.7% | $4,139+144.2% |
| Admin fee / account holder | $2,233 | $14,422-84.5% | $16,298-86.3% | $7,234-69.1% |