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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 | $84,327 | $87,166-3.3% | $76,735+9.9% | $137,256-38.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.81% | 26.50%-5.7pp | 29.77%-9.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $11,612 | $2,904+299.8% | $2,454+373.2% | $4,156+179.4% |
| Participant deferral / active EE | $5,573 | $4,726+17.9% | $4,088+36.3% | $6,407-13.0% |
| Admin fee / account holder | $5,274 | $8,403-37.2% | $7,189-26.6% | $12,270-57.0% |