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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 | $114,276 | $86,938+31.4% | $102,423+11.6% | $80,925+41.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.76% | 18.89%-7.1pp | 29.42%-17.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,753 | $2,369+16.2% | $3,023-8.9% | $2,756-0.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,977 | $8,053-25.8% | $9,455-36.8% | $6,940-13.9% |