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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 | $108,972 | $99,345+9.7% | $84,753+28.6% | $273,972-60.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.07% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $13,618 | $4,214+223.2% | $3,574+281.0% | $4,869+179.7% |
| Participant deferral / active EE | $13,199 | $4,270+209.1% | $3,712+255.6% | $5,287+149.6% |
| Admin fee / account holder | $5,713 | $6,645-14.0% | $5,333+7.1% | $10,133-43.6% |