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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 | $94,384 | $138,385-31.8% | $184,243-48.8% | $80,925+16.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.55% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,144 | $4,851+6.1% | $6,427-20.0% | $2,756+86.6% |
| Participant deferral / active EE | $8,880 | $7,075+25.5% | $9,132-2.8% | $4,299+106.6% |
| Admin fee / account holder | $13,618 | $10,489+29.8% | $13,914-2.1% | $6,940+96.2% |