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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 | $81,148 | $86,949-6.7% | $102,460-20.8% | $80,959+0.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.87% | 18.89%-4.0pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,009 | $2,370-15.2% | $3,025-33.6% | $2,757-27.1% |
| Participant deferral / active EE | $6,557 | $4,121+59.1% | $5,056+29.7% | $4,300+52.5% |
| Admin fee / account holder | $1,769 | $8,048-78.0% | $9,460-81.3% | $6,925-74.5% |