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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 | $113,873 | $89,532+27.2% | $103,447+10.1% | $80,925+40.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 12.52% | 22.80%-10.3pp | 23.92%-11.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $5,427 | $4,023+34.9% | $4,678+16.0% | $2,756+96.9% |
| Participant deferral / active EE | $10,177 | $5,459+86.4% | $6,624+53.6% | $4,299+136.7% |
| Admin fee / account holder | $6,487 | $6,774-4.2% | $9,415-31.1% | $6,940-6.5% |