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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 | $98,567 | $86,940+13.4% | $102,434-3.8% | $80,935+21.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.43% | 18.89%-6.5pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,002 | $2,370-15.5% | $3,023-33.8% | $2,757-27.4% |
| Participant deferral / active EE | $5,116 | $4,121+24.2% | $5,055+1.2% | $4,299+19.0% |
| Admin fee / account holder | $11,963 | $8,047+48.7% | $9,462+26.4% | $6,924+72.8% |