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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 | $93,999 | $96,052-2.1% | $118,106-20.4% | $87,485+7.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 15.32% | 24.16%-8.8pp | 19.44%-4.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $5,741 | $3,939+45.7% | $4,698+22.2% | $2,596+121.1% |
| Participant deferral / active EE | $3,896 | $5,793-32.8% | $6,619-41.1% | $4,274-8.8% |
| Admin fee / account holder | $2,713 | $7,618-64.4% | $8,973-69.8% | $7,775-65.1% |