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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 | $123,210 | $95,453+29.1% | $112,040+10.0% | $82,448+49.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.31% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,079 | $2,318+32.8% | $2,954+4.2% | $2,551+20.7% |
| Participant deferral / active EE | $3,819 | $4,224-9.6% | $5,098-25.1% | $4,139-7.7% |
| Admin fee / account holder | $11,537 | $9,013+28.0% | $12,098-4.6% | $7,234+59.5% |