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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 | $95,542 | $95,453+0.1% | $112,040-14.7% | $82,448+15.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.47% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,761 | $2,318+19.1% | $2,954-6.5% | $2,551+8.3% |
| Participant deferral / active EE | $5,998 | $4,224+42.0% | $5,098+17.7% | $4,139+44.9% |
| Admin fee / account holder | $8,498 | $9,013-5.7% | $12,098-29.8% | $7,234+17.5% |