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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 | $104,256 | $96,558+8.0% | $80,977+28.7% | $273,972-61.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.77% | 15.14%-3.4pp | 17.11%-5.3pp | 41.46%-29.7pp |
| Employer contribution / active EE | $22,521 | $4,869+362.6% | $3,715+506.3% | $4,869+362.6% |
| Participant deferral / active EE | $14,383 | $6,598+118.0% | $5,696+152.5% | $5,287+172.0% |
| Admin fee / account holder | $3,562 | $7,493-52.5% | $5,517-35.4% | $10,133-64.8% |