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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 | $94,679 | $101,795-7.0% | $165,100-42.7% | $80,959+16.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.21%-59.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,142 | $2,954+74.1% | $4,348+18.3% | $2,757+86.5% |
| Participant deferral / active EE | $3,438 | $4,476-23.2% | $6,035-43.0% | $4,300-20.1% |
| Admin fee / account holder | $1,919 | $8,221-76.7% | $12,696-84.9% | $6,925-72.3% |