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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 | $100,191 | $86,949+15.2% | $102,460-2.2% | $80,959+23.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.89% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,236 | $2,370-47.8% | $3,025-59.1% | $2,757-55.2% |
| Participant deferral / active EE | $3,577 | $4,121-13.2% | $5,056-29.2% | $4,300-16.8% |
| Admin fee / account holder | $4,338 | $8,048-46.1% | $9,460-54.1% | $6,925-37.4% |