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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 | $113,898 | $86,949+31.0% | $102,460+11.2% | $80,959+40.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.90% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,244 | $2,370-47.5% | $3,025-58.9% | $2,757-54.9% |
| Participant deferral / active EE | $6,325 | $4,121+53.5% | $5,056+25.1% | $4,300+47.1% |
| Admin fee / account holder | $7,491 | $8,048-6.9% | $9,460-20.8% | $6,925+8.2% |