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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 | $87,638 | $81,504+7.5% | $102,437-14.4% | $80,959+8.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.92% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $5,384 | $3,104+73.5% | $3,871+39.1% | $2,757+95.3% |
| Participant deferral / active EE | $3,266 | $3,871-15.6% | $5,060-35.4% | $4,300-24.0% |
| Admin fee / account holder | $6,496 | $6,719-3.3% | $8,388-22.6% | $6,925-6.2% |