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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 | $91,782 | $79,557+15.4% | $118,746-22.7% | $70,126+30.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.58% | 25.64%-12.1pp | 24.54%-11.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $7,964 | $2,861+178.3% | $4,193+89.9% | $2,343+240.0% |
| Participant deferral / active EE | $6,771 | $4,089+65.6% | $5,332+27.0% | $3,332+103.2% |
| Admin fee / account holder | $11,586 | $5,374+115.6% | $10,720+8.1% | $4,645+149.4% |