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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 | $105,451 | $85,515+23.3% | $112,040-5.9% | $67,986+55.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 17.67% | 29.68%-12.0pp | 24.52%-6.8pp | 31.67%-14.0pp |
| Employer contribution / active EE | $2,710 | $2,191+23.7% | $2,954-8.3% | $2,019+34.2% |
| Participant deferral / active EE | $8,572 | $4,014+113.5% | $5,098+68.2% | $3,358+155.3% |
| Admin fee / account holder | $8,803 | $3,774+133.3% | $12,098-27.2% | $3,203+174.8% |