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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 | $94,644 | $77,574+22.0% | $108,753-13.0% | $86,983+8.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 16.95% | 18.42%-1.5pp | 37.47%-20.5pp | 25.83%-8.9pp |
| Employer contribution / active EE | $8,339 | $1,611+417.7% | $2,427+243.7% | $2,584+222.7% |
| Participant deferral / active EE | $3,997 | $3,128+27.8% | $4,115-2.9% | $4,194-4.7% |
| Admin fee / account holder | $3,496 | $6,529-46.5% | $10,320-66.1% | $7,856-55.5% |