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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 | $101,457 | $73,787+37.5% | $98,716+2.8% | $82,448+23.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.92% | 18.57%-3.6pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,107 | $1,511+105.6% | $2,279+36.4% | $2,551+21.8% |
| Participant deferral / active EE | $10,534 | $3,081+241.9% | $4,048+160.3% | $4,139+154.5% |
| Admin fee / account holder | $5,589 | $6,500-14.0% | $8,703-35.8% | $7,234-22.7% |