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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 | $93,977 | $81,358+15.5% | $155,556-39.6% | $80,959+16.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.83% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $8,308 | $3,106+167.4% | $4,675+77.7% | $2,757+201.3% |
| Participant deferral / active EE | $7,413 | $3,455+114.5% | $5,631+31.6% | $4,300+72.4% |
| Admin fee / account holder | $10,599 | $7,994+32.6% | $15,885-33.3% | $6,925+53.0% |