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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 | $88,548 | $146,267-39.5% | $197,124-55.1% | $82,448+7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 27.09% | 29.61%-2.5pp | 44.34%-17.3pp | 41.64%-14.6pp |
| Employer contribution / active EE | $3,066 | $4,723-35.1% | $6,227-50.8% | $2,551+20.2% |
| Participant deferral / active EE | $12,231 | $7,035+73.9% | $9,135+33.9% | $4,139+195.5% |
| Admin fee / account holder | $2,091 | $14,422-85.5% | $16,298-87.2% | $7,234-71.1% |