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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 | $98,221 | $89,515+9.7% | $103,486-5.1% | $80,935+21.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 11.88% | 22.82%-10.9pp | 23.93%-12.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $3,876 | $4,015-3.5% | $4,679-17.2% | $2,757+40.6% |
| Participant deferral / active EE | $5,558 | $5,463+1.7% | $6,628-16.2% | $4,299+29.3% |
| Admin fee / account holder | $6,688 | $6,527+2.5% | $9,354-28.5% | $6,924-3.4% |