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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 | $93,887 | $81,457+15.3% | $103,378-9.2% | $80,911+16.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.07% | 25.58%-14.5pp | 24.91%-13.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $3,735 | $3,107+20.2% | $3,870-3.5% | $2,756+35.5% |
| Participant deferral / active EE | $5,270 | $3,871+36.1% | $5,058+4.2% | $4,297+22.6% |
| Admin fee / account holder | $1,725 | $6,717-74.3% | $8,401-79.5% | $6,935-75.1% |