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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 | $91,712 | $86,922+5.5% | $102,438-10.5% | $80,874+13.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.96% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $8,083 | $2,369+241.1% | $3,024+167.3% | $2,756+193.3% |
| Participant deferral / active EE | $6,115 | $4,119+48.5% | $5,054+21.0% | $4,297+42.3% |
| Admin fee / account holder | $12,602 | $8,050+56.5% | $9,448+33.4% | $6,935+81.7% |