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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 | $104,503 | $88,707+17.8% | $74,184+40.9% | $273,972-61.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.29% | 11.94%-1.7pp | 17.74%-7.4pp | 41.46%-31.2pp |
| Employer contribution / active EE | $11,648 | $3,159+268.7% | $2,370+391.5% | $4,869+139.2% |
| Participant deferral / active EE | $7,371 | $4,212+75.0% | $3,550+107.7% | $5,287+39.4% |
| Admin fee / account holder | $1,023 | $8,717-88.3% | $5,586-81.7% | $10,133-89.9% |