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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 | $89,532+9.7% | $103,431-5.0% | $80,911+21.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 11.88% | 22.80%-10.9pp | 23.92%-12.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $3,876 | $4,023-3.7% | $4,678-17.1% | $2,756+40.6% |
| Participant deferral / active EE | $5,558 | $5,459+1.8% | $6,625-16.1% | $4,297+29.3% |
| Admin fee / account holder | $6,688 | $6,774-1.3% | $9,412-28.9% | $6,935-3.6% |