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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 | $98,592 | $88,707+11.1% | $74,184+32.9% | $273,972-64.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 11.94%-1.5pp | 17.74%-7.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $11,583 | $3,159+266.6% | $2,370+388.7% | $4,869+137.9% |
| Participant deferral / active EE | $7,516 | $4,212+78.5% | $3,550+111.7% | $5,287+42.2% |
| Admin fee / account holder | $5,030 | $8,717-42.3% | $5,586-9.9% | $10,133-50.4% |