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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 | $94,427 | $76,564+23.3% | $105,582-10.6% | $94,015+0.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 17.37% | 20.69%-3.3pp | 18.61%-1.2pp | 17.84%-0.5pp |
| Employer contribution / active EE | $9,234 | $1,995+362.8% | $2,984+209.5% | $2,790+231.0% |
| Participant deferral / active EE | $8,162 | $3,320+145.8% | $4,353+87.5% | $4,249+92.1% |
| Admin fee / account holder | $11,915 | $7,129+67.1% | $12,856-7.3% | $8,951+33.1% |