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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 | $115,005 | $109,620+4.9% | $148,496-22.6% | $94,015+22.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 18.76% | 17.54%+1.2pp | 12.33%+6.4pp | 17.84%+0.9pp |
| Employer contribution / active EE | $2,866 | $2,618+9.5% | $3,497-18.0% | $2,790+2.7% |
| Participant deferral / active EE | $9,343 | $3,831+143.9% | $4,808+94.3% | $4,249+119.9% |
| Admin fee / account holder | $4,906 | $10,050-51.2% | $19,547-74.9% | $8,951-45.2% |