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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 | $97,319 | $81,504+19.4% | $102,437-5.0% | $80,959+20.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.62% | 25.60%-15.0pp | 24.95%-14.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $6,792 | $3,104+118.9% | $3,871+75.5% | $2,757+146.3% |
| Participant deferral / active EE | $13,144 | $3,871+239.6% | $5,060+159.8% | $4,300+205.7% |
| Admin fee / account holder | $2,103 | $6,719-68.7% | $8,388-74.9% | $6,925-69.6% |