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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 | $101,906 | $123,793-17.7% | $177,840-42.7% | $79,852+27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.33% | 22.82%-11.5pp | 48.32%-37.0pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,631 | $4,095-35.8% | $5,919-55.6% | $2,471+6.5% |
| Participant deferral / active EE | $7,091 | $5,956+19.1% | $7,714-8.1% | $3,740+89.6% |
| Admin fee / account holder | $16,330 | $7,243+125.5% | $12,431+31.4% | $5,306+207.8% |