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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 | $94,241 | $106,749-11.7% | $145,433-35.2% | $82,448+14.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.97% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,834 | $3,444+40.4% | $4,554+6.1% | $2,551+89.5% |
| Participant deferral / active EE | $9,372 | $6,519+43.8% | $7,897+18.7% | $4,139+126.4% |
| Admin fee / account holder | $10,775 | $8,390+28.4% | $13,129-17.9% | $7,234+48.9% |