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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 | $79,867+32.0% | $120,344-12.4% | $64,340+63.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 17.67% | 21.10%-3.4pp | 20.30%-2.6pp | 24.14%-6.5pp |
| Employer contribution / active EE | $2,710 | $1,925+40.8% | $3,020-10.3% | $1,862+45.6% |
| Participant deferral / active EE | $8,572 | $3,593+138.6% | $5,135+66.9% | $2,980+187.6% |
| Admin fee / account holder | $8,803 | $5,039+74.7% | $12,742-30.9% | $3,703+137.8% |