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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 | $102,685 | $95,453+7.6% | $112,040-8.3% | $82,448+24.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.27% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,248 | $2,318+40.1% | $2,954+10.0% | $2,551+27.3% |
| Participant deferral / active EE | $8,003 | $4,224+89.5% | $5,098+57.0% | $4,139+93.3% |
| Admin fee / account holder | $15,364 | $9,013+70.5% | $12,098+27.0% | $7,234+112.4% |