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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 | $109,040 | $106,524+2.4% | $152,301-28.4% | $87,485+24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.92% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $10,570 | $3,371+213.5% | $4,624+128.6% | $2,596+307.1% |
| Participant deferral / active EE | $11,631 | $6,525+78.3% | $8,004+45.3% | $4,274+172.2% |
| Admin fee / account holder | $4,716 | $8,287-43.1% | $14,398-67.2% | $7,775-39.3% |