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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 | $114,905 | $95,453+20.4% | $112,040+2.6% | $82,448+39.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.21% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,728 | $2,318+104.0% | $2,954+60.0% | $2,551+85.3% |
| Participant deferral / active EE | $5,406 | $4,224+28.0% | $5,098+6.1% | $4,139+30.6% |
| Admin fee / account holder | $7,541 | $9,013-16.3% | $12,098-37.7% | $7,234+4.2% |