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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 | $84,698 | $81,331+4.1% | $155,534-45.5% | $80,935+4.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.56% | 33.37%-20.8pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,670 | $3,105+18.2% | $4,675-21.5% | $2,757+33.1% |
| Participant deferral / active EE | $2,907 | $3,454-15.8% | $5,630-48.4% | $4,299-32.4% |
| Admin fee / account holder | $8,951 | $7,999+11.9% | $15,900-43.7% | $6,924+29.3% |