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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 | $94,381 | $106,524-11.4% | $152,301-38.0% | $87,485+7.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $13,895 | $3,371+312.2% | $4,624+200.5% | $2,596+435.2% |
| Participant deferral / active EE | $11,739 | $6,525+79.9% | $8,004+46.7% | $4,274+174.7% |
| Admin fee / account holder | $9,396 | $8,287+13.4% | $14,398-34.7% | $7,775+20.9% |