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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 | $103,246 | $99,345+3.9% | $84,753+21.8% | $273,972-62.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.80% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $10,666 | $4,214+153.1% | $3,574+198.4% | $4,869+119.1% |
| Participant deferral / active EE | $8,849 | $4,270+107.3% | $3,712+138.4% | $5,287+67.4% |
| Admin fee / account holder | $4,968 | $6,645-25.2% | $5,333-6.8% | $10,133-51.0% |