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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 | $91,315 | $97,550-6.4% | $120,344-24.1% | $87,485+4.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.16% | 18.41%-4.3pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $6,036 | $2,291+163.5% | $3,020+99.9% | $2,596+132.5% |
| Participant deferral / active EE | $4,943 | $4,230+16.9% | $5,135-3.7% | $4,274+15.7% |
| Admin fee / account holder | $482 | $9,543-95.0% | $12,742-96.2% | $7,775-93.8% |