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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 | $106,864-11.7% | $147,318-35.9% | $82,637+14.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.45% | 27.49%-10.0pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $13,895 | $3,417+306.7% | $4,593+202.5% | $2,552+444.5% |
| Participant deferral / active EE | $11,739 | $6,496+80.7% | $7,906+48.5% | $4,126+184.5% |
| Admin fee / account holder | $9,396 | $8,415+11.7% | $13,708-31.5% | $7,339+28.0% |