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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 | $119,032 | $86,949+36.9% | $102,460+16.2% | $80,959+47.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.90% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,075 | $2,370+29.8% | $3,025+1.6% | $2,757+11.5% |
| Participant deferral / active EE | $4,945 | $4,121+20.0% | $5,056-2.2% | $4,300+15.0% |
| Admin fee / account holder | $13,604 | $8,048+69.0% | $9,460+43.8% | $6,925+96.4% |