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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 | $90,992 | $123,793-26.5% | $177,827-48.8% | $79,858+13.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.54% | 22.82%-2.3pp | 48.32%-27.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $8,124 | $4,095+98.4% | $5,918+37.3% | $2,471+228.8% |
| Participant deferral / active EE | $9,144 | $5,956+53.5% | $7,713+18.5% | $3,740+144.5% |
| Admin fee / account holder | $2,293 | $7,243-68.3% | $12,429-81.5% | $5,306-56.8% |