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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 | $98,195 | $78,015+25.9% | $178,505-45.0% | $80,959+21.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.39% | 18.10%-5.7pp | 27.16%-14.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,924 | $2,281+72.0% | $3,955-0.8% | $2,757+42.3% |
| Participant deferral / active EE | $11,410 | $4,406+159.0% | $6,280+81.7% | $4,300+165.3% |
| Admin fee / account holder | $421 | $7,160-94.1% | $10,428-96.0% | $6,925-93.9% |