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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 | $80,855+25.2% | $153,416-34.0% | $86,983+16.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 14.37% | 16.18%-1.8pp | 17.84%-3.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $8,022 | $2,308+247.6% | $3,764+113.1% | $2,584+210.4% |
| Participant deferral / active EE | $6,090 | $3,333+82.7% | $4,723+28.9% | $4,194+45.2% |
| Admin fee / account holder | $4,541 | $6,908-34.3% | $13,095-65.3% | $7,856-42.2% |