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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 | $106,749-11.6% | $145,433-35.1% | $82,448+14.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.45% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $13,895 | $3,444+303.4% | $4,554+205.1% | $2,551+444.7% |
| Participant deferral / active EE | $11,739 | $6,519+80.1% | $7,897+48.6% | $4,139+183.6% |
| Admin fee / account holder | $9,396 | $8,390+12.0% | $13,129-28.4% | $7,234+29.9% |