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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 | $106,832 | $81,457+31.2% | $103,378+3.3% | $80,911+32.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.57% | 25.58%-11.0pp | 24.91%-10.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $4,587 | $3,107+47.6% | $3,870+18.5% | $2,756+66.5% |
| Participant deferral / active EE | $4,423 | $3,871+14.3% | $5,058-12.5% | $4,297+2.9% |
| Admin fee / account holder | $3,996 | $6,717-40.5% | $8,401-52.4% | $6,935-42.4% |