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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 | $138,386-31.8% | $184,260-48.8% | $80,935+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 | 28.84%-17.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,144 | $4,851+6.1% | $6,427-20.0% | $2,757+86.6% |
| Participant deferral / active EE | $8,880 | $7,076+25.5% | $9,133-2.8% | $4,299+106.5% |
| Admin fee / account holder | $13,618 | $10,489+29.8% | $13,898-2.0% | $6,924+96.7% |