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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 | $105,555 | $81,358+29.7% | $155,556-32.1% | $80,959+30.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.92% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,841 | $3,106-8.5% | $4,675-39.2% | $2,757+3.0% |
| Participant deferral / active EE | $3,990 | $3,455+15.5% | $5,631-29.1% | $4,300-7.2% |
| Admin fee / account holder | $7,282 | $7,994-8.9% | $15,885-54.2% | $6,925+5.1% |