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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 | $98,336 | $86,938+13.1% | $102,423-4.0% | $80,925+21.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.16% | 18.89%-7.7pp | 29.42%-18.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $8,145 | $2,369+243.8% | $3,023+169.4% | $2,756+195.5% |
| Participant deferral / active EE | $5,856 | $4,120+42.1% | $5,054+15.9% | $4,299+36.2% |
| Admin fee / account holder | $6,307 | $8,053-21.7% | $9,455-33.3% | $6,940-9.1% |