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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 | $115,559 | $99,345+16.3% | $84,753+36.3% | $273,972-57.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.22% | 22.93%-12.7pp | 22.78%-12.6pp | 41.46%-31.2pp |
| Employer contribution / active EE | $14,173 | $4,214+236.3% | $3,574+296.5% | $4,869+191.1% |
| Participant deferral / active EE | $7,169 | $4,270+67.9% | $3,712+93.1% | $5,287+35.6% |
| Admin fee / account holder | $3,821 | $6,645-42.5% | $5,333-28.4% | $10,133-62.3% |