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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 | $101,196 | $87,180+16.1% | $173,703-41.7% | $94,015+7.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | 14.37% | 14.17%+0.2pp | 17.46%-3.1pp | 17.84%-3.5pp |
| Employer contribution / active EE | $8,022 | $2,494+221.7% | $4,288+87.1% | $2,790+187.5% |
| Participant deferral / active EE | $6,090 | $3,343+82.2% | $4,854+25.5% | $4,249+43.3% |
| Admin fee / account holder | $4,541 | $7,506-39.5% | $15,562-70.8% | $8,951-49.3% |