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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 | $100,496 | $123,793-18.8% | $177,827-43.5% | $79,858+25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.48% | 22.82%-10.3pp | 48.32%-35.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,518 | $4,095-62.9% | $5,918-74.4% | $2,471-38.6% |
| Participant deferral / active EE | $10,053 | $5,956+68.8% | $7,713+30.3% | $3,740+168.8% |
| Admin fee / account holder | $10,025 | $7,243+38.4% | $12,429-19.3% | $5,306+88.9% |