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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 | $90,161 | $83,485+8.0% | $125,192-28.0% | $72,975+23.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.77% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,442 | $2,346+4.1% | $3,866-36.8% | $2,440+0.1% |
| Participant deferral / active EE | $3,942 | $3,586+9.9% | $4,937-20.2% | $3,608+9.3% |
| Admin fee / account holder | $5,785 | $5,518+4.8% | $9,704-40.4% | $5,124+12.9% |